Diversified Enterprises’s iShares Core S&P 500 ETF IVV Stock Holding History

Diversified Enterprises’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	$63.4M	Buy	84,701 +75	+0.1%	+$54.6K	3.07%	6
2026 Q1	$55.3M	Sell	84,626 -563	-0.7%	-$384K	3.03%	5
2025 Q4	$58.3M	Sell	85,189 -1,329	-2%	-$902K	3.47%	6
2025 Q3	$57.9M	Buy	86,518 +157	+0.2%	+$101K	3.9%	6
2025 Q2	$53.6M	Sell	86,361 -8,114	-9%	-$4.66M	4%	5
2025 Q1	$53.1M	Buy	94,475 +4,504	+5%	+$2.66M	4.47%	4
2024 Q4	$53M	Buy	89,971 +2,336	+3%	+$1.38M	5.04%	3
2024 Q3	$50.5M	Buy	+87,635	New	+$48.7M	5.55%	4

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

Diversified Enterprises's IVV Position: Q2 2026 in Review

Diversified Enterprises increased its iShares Core S&P 500 ETF (IVV) stake by 0.09% in Q2 2026, buying an estimated $54.6K and bringing the position to 84,701 shares worth $63.4M. The position accounts for 3.07% of the portfolio, ranked #6.

Diversified Enterprises first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Diversified Enterprises held 84,701 shares of iShares Core S&P 500 ETF worth $63.4M as of Q2 2026.
Diversified Enterprises bought 75 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $54.6K.
iShares Core S&P 500 ETF made up 3.07% of Diversified Enterprises's portfolio in Q2 2026, its #6 holding.
Diversified Enterprises first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.