EnRich Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

EnRich Financial 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	$208K	Buy	+278	New	+$202K	0.05%	66
2025 Q2	–	Sell	-366	Closed	-$206K	–	60
2025 Q1	$206K	Sell	366 -7	-2%	-$4.13K	0.07%	55
2024 Q4	$220K	Sell	373 -2	-0.5%	-$1.18K	0.07%	54
2024 Q3	$216K	Sell	375 -135	-26%	-$75.1K	0.07%	52
2024 Q2	$279K	Buy	510 +1	+0.2%	+$526	0.1%	43
2024 Q1	$268K	Sell	509 -5	-1%	-$2.5K	0.1%	41
2023 Q4	$246K	Buy	+514	New	+$230K	0.1%	42

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

EnRich Financial Partners's IVV Position: Q2 2026 in Review

EnRich Financial Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 278 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #66 among its holdings. This is a return to the name: EnRich Financial Partners previously reported a position in IVV as recently as Q1 2025.

EnRich Financial Partners first reported a position in IVV in Q4 2023 and has held it in 7 quarters since. The position peaked at $279K in Q2 2024. 1,861 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

EnRich Financial Partners held 278 shares of iShares Core S&P 500 ETF worth $208K as of Q2 2026.
iShares Core S&P 500 ETF was a new EnRich Financial Partners position in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of EnRich Financial Partners's portfolio in Q2 2026, its #66 holding.
EnRich Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
EnRich Financial Partners's iShares Core S&P 500 ETF position peaked at $279K in Q2 2024.
1,861 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.