EA
IVV icon

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

Enclave 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 		$69.8M Buy
93,258
+4,530
+5% +$3.3M 8.84% 1
2026
Q1 		$58M Buy
88,728
+1,842
+2% +$1.26M 7.95% 1
2025
Q4 		$59.5M Buy
86,886
+1,757
+2% +$1.19M 8.43% 2
2025
Q3 		$57M Sell
85,129
-1,860
-2% -$1.2M 8.7% 3
2025
Q2 		$54M Buy
86,989
+1,512
+2% +$868K 8.73% 3
2025
Q1 		$48M Sell
85,477
-3,641
-4% -$2.15M 8.2% 3
2024
Q4 		$52.5M Buy
89,118
+178
+0.2% +$105K 8.63% 3
2024
Q3 		$51.3M Buy
+88,940
New +$49.5M 8.7% 3

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Enclave Advisors's IVV Position: Q2 2026 in Review

Enclave Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q2 2026, buying an estimated $3.3M and bringing the position to 93,258 shares worth $69.8M. The position accounts for 8.84% of the portfolio, ranked #1.

Enclave Advisors first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Enclave Advisors held 93,258 shares of iShares Core S&P 500 ETF worth $69.8M as of Q2 2026.
  • Enclave Advisors bought 4,530 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.3M.
  • iShares Core S&P 500 ETF made up 8.84% of Enclave Advisors's portfolio in Q2 2026, its #1 holding.
  • Enclave Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.