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

DHJJ Financial 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	$924K	Sell	1,234 -40	-3%	-$29.1K	0.27%	68
2026 Q1	$832K	Sell	1,274 -81	-6%	-$55.3K	0.28%	68
2025 Q4	$928K	Sell	1,355 -30	-2%	-$20.4K	0.31%	61
2025 Q3	$927K	Sell	1,385 -65	-4%	-$41.9K	0.31%	60
2025 Q2	$900K	Sell	1,450 -63	-4%	-$36.2K	0.33%	58
2025 Q1	$850K	Sell	1,513 -36	-2%	-$21.3K	0.34%	54
2024 Q4	$912K	Hold	1,549	–	–	0.36%	53
2024 Q3	$893K	Sell	1,549 -36	-2%	-$20K	0.35%	54
2024 Q2	$867K	Buy	1,585 +1,333	+529%	+$701K	0.37%	50
2024 Q1	$132K	Hold	252	–	–	0.06%	176
2023 Q4	$120K	Hold	252	–	–	0.06%	179
2023 Q3	$108K	Buy	+252	New	+$113K	0.05%	175

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

DHJJ Financial Advisors's IVV Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, selling an estimated $29.1K and leaving 1,234 shares worth $924K. The position accounts for 0.27% of the portfolio, ranked #68.

DHJJ Financial Advisors first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $928K in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

DHJJ Financial Advisors held 1,234 shares of iShares Core S&P 500 ETF worth $924K as of Q2 2026.
DHJJ Financial Advisors sold 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
iShares Core S&P 500 ETF made up 0.27% of DHJJ Financial Advisors's portfolio in Q2 2026, its #68 holding.
DHJJ Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Core S&P 500 ETF position peaked at $928K in Q4 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.