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Ehrlich Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Ehrlich Financial Group’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 		$1.71M Sell
2,288
-80
-3% -$58.3K 0.88% 33
2026
Q1 		$1.55M Sell
2,368
-498
-17% -$340K 0.89% 34
2025
Q4 		$1.96M Sell
2,866
-49
-2% -$33.3K 1.12% 26
2025
Q3 		$1.95M Sell
2,915
-163
-5% -$105K 1.16% 24
2025
Q2 		$1.91M Sell
3,078
-177
-5% -$102K 1.24% 24
2025
Q1 		$1.83M Sell
3,255
-1,367
-30% -$807K 1.33% 22
2024
Q4 		$2.72M Buy
4,622
+568
+14% +$336K 1.93% 14
2024
Q3 		$2.34M Buy
4,054
+727
+22% +$404K 1.67% 19
2024
Q2 		$1.82M Buy
3,327
+208
+7% +$109K 1.44% 19
2024
Q1 		$1.64M Sell
3,119
-4,941
-61% -$2.47M 1.38% 23
2023
Q4 		$3.85M Buy
+8,060
New +$3.61M 3.86% 4

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Ehrlich Financial Group's IVV Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2026, selling an estimated $58.3K and leaving 2,288 shares worth $1.71M. The position accounts for 0.88% of the portfolio, ranked #33.

Ehrlich Financial Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q4 2023. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ehrlich Financial Group held 2,288 shares of iShares Core S&P 500 ETF worth $1.71M as of Q2 2026.
  • Ehrlich Financial Group sold 80 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $58.3K.
  • iShares Core S&P 500 ETF made up 0.88% of Ehrlich Financial Group's portfolio in Q2 2026, its #33 holding.
  • Ehrlich Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's iShares Core S&P 500 ETF position peaked at $3.85M in Q4 2023.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.