Encompass More Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Encompass More Asset Management’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	$336K	Hold	449	–	–	0.05%	208
2026 Q1	$293K	Sell	449 -6,240	-93%	-$4.26M	0.05%	193
2025 Q4	$4.58M	Buy	6,689 +43	+0.6%	+$29.2K	0.84%	28
2025 Q3	$4.45M	Sell	6,646 -265	-4%	-$171K	0.85%	27
2025 Q2	$4.29M	Buy	6,911 +989	+17%	+$568K	1%	25
2025 Q1	$3.33M	Buy	5,922 +703	+13%	+$415K	0.99%	28
2024 Q4	$3.07M	Buy	+5,219	New	+$3.09M	1.01%	24
2024 Q2	–	Sell	-1,851	Closed	-$973K	–	119
2024 Q1	$973K	Buy	1,851 +473	+34%	+$237K	0.81%	29
2023 Q4	$658K	Buy	+1,378	New	+$617K	0.74%	38

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Encompass More Asset Management's IVV Position: Q2 2026 in Review

Encompass More Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 449 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #208.

Encompass More Asset Management first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.58M in Q4 2025. 1,549 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Encompass More Asset Management held 449 shares of iShares Core S&P 500 ETF worth $336K as of Q2 2026.
Encompass More Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of Encompass More Asset Management's portfolio in Q2 2026, its #208 holding.
Encompass More Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Encompass More Asset Management's iShares Core S&P 500 ETF position peaked at $4.58M in Q4 2025.
1,549 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.