Elevation Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Elevation Wealth Partners’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	$22.5K	Hold	30	–	–	0.01%	551
2026 Q1	$19.6K	Sell	30 -32	-52%	-$21.9K	0.01%	382
2025 Q4	$42.5K	Hold	62	–	–	0.02%	264
2025 Q3	$41.5K	Sell	62 -12	-16%	-$7.73K	0.01%	263
2025 Q2	$45.9K	Sell	74 -21	-22%	-$12.1K	0.02%	244
2025 Q1	$53.4K	Sell	95 -31	-25%	-$18.3K	0.02%	220
2024 Q4	$74.2K	Buy	126 +21	+20%	+$12.4K	0.03%	193
2024 Q3	$60.6K	Hold	105	–	–	0.03%	206
2024 Q2	$57.5K	Hold	105	–	–	0.03%	204
2024 Q1	$55.2K	Hold	105	–	–	0.03%	210
2023 Q4	$45.1K	Hold	105	–	–	0.03%	219
2023 Q3	$45.1K	Hold	105	–	–	0.04%	160
2023 Q2	$46.8K	Hold	105	–	–	0.04%	160
2023 Q1	$43.2K	Buy	+105	New	+$42.1K	0.04%	175

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

Elevation Wealth Partners's IVV Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 30 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #551.

Elevation Wealth Partners first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $74.2K in Q4 2024. 1,823 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Elevation Wealth Partners held 30 shares of iShares Core S&P 500 ETF worth $22.5K as of Q2 2026.
Elevation Wealth Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #551 holding.
Elevation Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares Core S&P 500 ETF position peaked at $74.2K in Q4 2024.
1,823 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.