Define Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Define Financial’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	$305K	Sell	407 -115	-22%	-$83.7K	0.14%	39
2026 Q1	$341K	Sell	522 -48	-8%	-$32.8K	0.19%	29
2025 Q4	$390K	Buy	570 +51	+10%	+$34.6K	0.22%	26
2025 Q3	$348K	Buy	519 +95	+22%	+$61.2K	0.21%	26
2025 Q2	$263K	Buy	424 +1	+0.2%	+$574	0.17%	30
2025 Q1	$227K	Buy	423 +2	+0.5%	+$1.18K	0.17%	31
2024 Q4	$248K	Buy	+421	New	+$249K	0.19%	27

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Define Financial's IVV Position: Q2 2026 in Review

Define Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, selling an estimated $83.7K and leaving 407 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #39.

Define Financial first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Define Financial held 407 shares of iShares Core S&P 500 ETF worth $305K as of Q2 2026.
Define Financial sold 115 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $83.7K.
iShares Core S&P 500 ETF made up 0.14% of Define Financial's portfolio in Q2 2026, its #39 holding.
Define Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Define Financial's iShares Core S&P 500 ETF position peaked at $390K in Q4 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.