Echo45 Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Echo45 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	$296K	Hold	395	–	–	0.15%	58
2026 Q1	$258K	Hold	395	–	–	0.15%	62
2025 Q4	$271K	Hold	395	–	–	0.15%	58
2025 Q3	$264K	Buy	+395	New	+$254K	0.16%	43

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

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

Echo45 Advisors's IVV Position: Q2 2026 in Review

Echo45 Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 395 shares worth $296K. The position accounts for 0.15% of the portfolio, ranked #58.

Echo45 Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Echo45 Advisors held 395 shares of iShares Core S&P 500 ETF worth $296K as of Q2 2026.
Echo45 Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.15% of Echo45 Advisors's portfolio in Q2 2026, its #58 holding.
Echo45 Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.