DiNuzzo Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

DiNuzzo Private Wealth’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	$558K	Sell	745 -11	-1%	-$8.01K	0.06%	53
2026 Q1	$494K	Hold	756	–	–	0.05%	55
2025 Q4	$518K	Sell	756 -20	-3%	-$13.6K	0.06%	52
2025 Q3	$503K	Hold	776	–	–	0.06%	53
2025 Q2	$482K	Sell	776 -5	-0.6%	-$2.87K	0.06%	55
2025 Q1	$439K	Hold	781	–	–	0.06%	54
2024 Q4	$460K	Hold	781	–	–	0.06%	52
2024 Q3	$450K	Sell	781 -26	-3%	-$14.5K	0.06%	54
2024 Q2	$442K	Hold	807	–	–	0.06%	37
2024 Q1	$424K	Hold	807	–	–	0.06%	38
2023 Q4	$385K	Buy	+807	New	+$361K	0.05%	40

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

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

DiNuzzo Private Wealth's IVV Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $8.01K and leaving 745 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #53.

DiNuzzo Private Wealth first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

DiNuzzo Private Wealth held 745 shares of iShares Core S&P 500 ETF worth $558K as of Q2 2026.
DiNuzzo Private Wealth sold 11 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.01K.
iShares Core S&P 500 ETF made up 0.06% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #53 holding.
DiNuzzo Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.