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Dynamic Advisor Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Dynamic Advisor Solutions’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 		$11.7M Sell
15,560
-34,010
-69% -$24.8M 0.33% 67
2026
Q1 		$32.4M Buy
49,570
+1,829
+4% +$1.25M 1.02% 14
2025
Q4 		$32.7M Sell
47,741
-11,530
-19% -$7.83M 1.05% 15
2025
Q3 		$39.7M Buy
59,271
+4,017
+7% +$2.59M 1.15% 13
2025
Q2 		$34.3M Buy
55,254
+3,833
+7% +$2.2M 1.06% 13
2025
Q1 		$28.9M Buy
51,421
+1,533
+3% +$905K 0.95% 14
2024
Q4 		$29.4M Sell
49,888
-76,821
-61% -$45.5M 1.27% 11
2024
Q3 		$73.1M Buy
126,709
+5,506
+5% +$3.06M 2.19% 3
2024
Q2 		$66.3M Buy
121,203
+16,826
+16% +$8.85M 2.09% 4
2024
Q1 		$54.9M Buy
104,377
+4,275
+4% +$2.14M 1.85% 4
2023
Q4 		$47.1M Buy
100,102
+35,403
+55% +$15.8M 1.75% 4
2023
Q3 		$27.8M Buy
64,699
+43,287
+202% +$19.4M 1.31% 5
2023
Q2 		$9.54M Buy
21,412
+3,671
+21% +$1.55M 0.5% 40
2023
Q1 		$7.29M Buy
17,741
+6,888
+63% +$2.76M 0.43% 52
2022
Q4 		$4.17M Buy
10,853
+620
+6% +$239K 0.28% 93
2022
Q3 		$3.67M Sell
10,233
-199
-2% -$79.5K 0.28% 84
2022
Q2 		$3.96M Buy
10,432
+1,470
+16% +$605K 0.3% 77
2022
Q1 		$4.07M Buy
8,962
+2,746
+44% +$1.23M 0.28% 78
2021
Q4 		$2.96M Sell
6,216
-613
-9% -$283K 0.21% 115
2021
Q3 		$2.94M Sell
6,829
-1,677
-20% -$743K 0.22% 113
2021
Q2 		$3.66M Buy
8,506
+352
+4% +$147K 0.29% 85
2021
Q1 		$3.24M Buy
8,154
+585
+8% +$226K 0.3% 82
2020
Q4 		$2.84M Sell
7,569
-610
-7% -$217K 0.27% 99
2020
Q3 		$2.75M Buy
8,179
+271
+3% +$90.2K 0.31% 88
2020
Q2 		$2.45M Sell
7,908
-1,566
-17% -$460K 0.33% 85
2020
Q1 		$2.45M Sell
9,474
-894
-9% -$274K 0.45% 53
2019
Q4 		$3.35M Buy
10,368
+4,687
+83% +$1.45M 0.46% 51
2019
Q3 		$1.7M Buy
5,681
+311
+6% +$92.4K 0.26% 100
2019
Q2 		$1.58M Buy
5,370
+1,437
+37% +$416K 0.25% 104
2019
Q1 		$1.12M Sell
3,933
-311
-7% -$85K 0.21% 124
2018
Q4 		$1.14M Sell
4,244
-1,429
-25% -$388K 0.24% 115
2018
Q3 		$1.66M Buy
5,673
+586
+12% +$168K 0.34% 91
2018
Q2 		$1.39M Buy
5,087
+423
+9% +$115K 0.32% 96
2018
Q1 		$1.24M Sell
4,664
-17,525
-79% -$4.82M 0.32% 96
2017
Q4 		$5.96M Buy
22,189
+21,077
+1,895% +$5.52M 1.95% 3
2017
Q3 		$281K Buy
1,112
+140
+14% +$34.8K 0.11% 185
2017
Q2 		$237K Sell
972
-15
-2% -$3.62K 0.09% 197
2017
Q1 		$234K Buy
+987
New +$231K 0.09% 191

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Dynamic Advisor Solutions's IVV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core S&P 500 ETF (IVV) stake by 69% in Q2 2026, selling an estimated $24.8M and leaving 15,560 shares worth $11.7M. The position accounts for 0.33% of the portfolio, ranked #67.

Dynamic Advisor Solutions first reported a position in IVV in Q1 2017 and has held it in 38 quarters since. The position peaked at $73.1M in Q3 2024. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Dynamic Advisor Solutions held 15,560 shares of iShares Core S&P 500 ETF worth $11.7M as of Q2 2026.
  • Dynamic Advisor Solutions sold 34,010 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24.8M.
  • iShares Core S&P 500 ETF made up 0.33% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #67 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 38 quarters since.
  • Dynamic Advisor Solutions's iShares Core S&P 500 ETF position peaked at $73.1M in Q3 2024.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.