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IVV icon

DDFG Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

DDFG Inc’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
1,468
-42
-3% -$30.6K 0.22% 40
2026
Q1 		$986K Buy
1,510
+11
+0.7% +$7.51K 0.21% 39
2025
Q4 		$1.03M Buy
1,499
+2
+0.1% +$1.36K 0.22% 39
2025
Q3 		$1M Sell
1,497
-84
-5% -$54.1K 0.23% 38
2025
Q2 		$982K Buy
1,581
+1
+0.1% +$574 0.25% 37
2025
Q1 		$888K Buy
1,580
+97
+7% +$57.3K 0.25% 39
2024
Q4 		$873K Buy
1,483
+2
+0.1% +$1.18K 0.25% 37
2024
Q3 		$854K Buy
1,481
+52
+4% +$28.9K 0.24% 38
2024
Q2 		$782K Buy
1,429
+2
+0.1% +$1.05K 0.24% 36
2024
Q1 		$750K Buy
1,427
+120
+9% +$60K 0.24% 35
2023
Q4 		$624K Sell
1,307
-132
-9% -$59.1K 0.21% 39
2023
Q3 		$618K Sell
1,439
-19
-1% -$8.5K 0.23% 37
2023
Q2 		$650K Buy
1,458
+2
+0.1% +$843 0.24% 34
2023
Q1 		$598K Buy
1,456
+2
+0.1% +$802 0.23% 35
2022
Q4 		$558K Buy
+1,454
New +$561K 0.23% 39

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

DDFG Inc's IVV Position: Q2 2026 in Review

DDFG Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, selling an estimated $30.6K and leaving 1,468 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #40.

DDFG Inc first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • DDFG Inc held 1,468 shares of iShares Core S&P 500 ETF worth $1.1M as of Q2 2026.
  • DDFG Inc sold 42 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $30.6K.
  • iShares Core S&P 500 ETF made up 0.22% of DDFG Inc's portfolio in Q2 2026, its #40 holding.
  • DDFG Inc first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.