Delta Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Delta Wealth Advisors’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	$3.17M	Sell	4,229 -566	-12%	-$412K	2.26%	17
2026 Q1	$3.13M	Sell	4,795 -262	-5%	-$179K	2.38%	17
2025 Q4	$3.46M	Sell	5,057 -326	-6%	-$221K	2.9%	14
2025 Q3	$3.6M	Sell	5,383 -63	-1%	-$40.6K	2.82%	13
2025 Q2	$3.38M	Buy	+5,446	New	+$3.13M	2.83%	13

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Delta Wealth Advisors's IVV Position: Q2 2026 in Review

Delta Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $412K and leaving 4,229 shares worth $3.17M. The position accounts for 2.26% of the portfolio, ranked #17.

Delta Wealth Advisors first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.6M in Q3 2025. 1,607 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Delta Wealth Advisors held 4,229 shares of iShares Core S&P 500 ETF worth $3.17M as of Q2 2026.
Delta Wealth Advisors sold 566 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $412K.
iShares Core S&P 500 ETF made up 2.26% of Delta Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Delta Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Delta Wealth Advisors's iShares Core S&P 500 ETF position peaked at $3.6M in Q3 2025.
1,607 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.