Envestnet Portfolio Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Envestnet Portfolio Solutions’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	$1.5B	Buy	2,008,278 +799,154	+66%	+$582M	7.21%	1
2026 Q1	$790M	Sell	1,209,124 -1,943,798	-62%	-$1.33B	4.37%	3
2025 Q4	$2.16B	Buy	3,152,922 +87,784	+3%	+$59.6M	7.58%	1
2025 Q3	$2.05B	Buy	3,065,138 +40,209	+1%	+$25.9M	7.56%	1
2025 Q2	$1.88B	Sell	3,024,929 -969,146	-24%	-$556M	6.91%	2
2025 Q1	$2.24B	Sell	3,994,075 -669,137	-14%	-$395M	8.59%	1
2024 Q4	$2.75B	Buy	4,663,212 +20,398	+0.4%	+$12.1M	8.98%	1
2024 Q3	$2.68B	Sell	4,642,814 -158,785	-3%	-$88.3M	8.7%	1
2024 Q2	$2.63B	Sell	4,801,599 -257,435	-5%	-$135M	9.17%	1
2024 Q1	$2.66B	Sell	5,059,034 -769,407	-13%	-$385M	10%	1
2023 Q4	$2.78B	Buy	5,828,441 +388,938	+7%	+$174M	11.57%	1
2023 Q3	$2.34B	Buy	+5,439,503	New	+$2.43B	11.04%	1

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Portfolio Solutions's IVV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 66% in Q2 2026, buying an estimated $582M and bringing the position to 2,008,278 shares worth $1.5B. The position accounts for 7.21% of the portfolio, ranked #1.

Envestnet Portfolio Solutions first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.78B in Q4 2023. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Envestnet Portfolio Solutions held 2,008,278 shares of iShares Core S&P 500 ETF worth $1.5B as of Q2 2026.
Envestnet Portfolio Solutions bought 799,154 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $582M.
iShares Core S&P 500 ETF made up 7.21% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1 holding.
Envestnet Portfolio Solutions first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Core S&P 500 ETF position peaked at $2.78B in Q4 2023.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.