EIM
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Ervin Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ervin Investment 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 		$1.48M Sell
1,978
-142
-7% -$103K 0.8% 22
2026
Q1 		$1.38M Sell
2,120
-16
-0.7% -$10.9K 0.81% 22
2025
Q4 		$1.46M Sell
2,136
-105
-5% -$71.3K 0.82% 23
2025
Q3 		$1.5M Sell
2,241
-95
-4% -$61.2K 0.86% 22
2025
Q2 		$1.45M Sell
2,336
-188
-7% -$108K 0.91% 22
2025
Q1 		$1.42M Sell
2,524
-95
-4% -$56.1K 0.96% 20
2024
Q4 		$1.54M Sell
2,619
-132
-5% -$78.1K 0.99% 19
2024
Q3 		$1.59M Sell
2,751
-31
-1% -$17.2K 1.02% 19
2024
Q2 		$1.52M Sell
2,782
-125
-4% -$65.7K 1.06% 18
2024
Q1 		$1.53M Sell
2,907
-12
-0.4% -$6K 1.07% 19
2023
Q4 		$1.39M Buy
2,919
+35
+1% +$15.7K 1.07% 17
2023
Q3 		$1.24M Sell
2,884
-45
-2% -$20.1K 1.04% 19
2023
Q2 		$1.31M Sell
2,929
-10
-0.3% -$4.21K 1.05% 19
2023
Q1 		$1.19M Hold
2,939
– – 1.04% 21
2022
Q4 		$1.13M Buy
2,939
+469
+19% +$181K 1.03% 20
2022
Q3 		$886K Sell
2,470
-324
-12% -$129K 0.88% 21
2022
Q2 		$1.07M Buy
2,794
+5
+0.2% +$2.06K 0.99% 21
2022
Q1 		$1.28M Sell
2,789
-25
-0.9% -$11.2K 0.98% 19
2021
Q4 		$1.34M Buy
+2,814
New +$1.3M 1.07% 19

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Ervin Investment Management's IVV Position: Q2 2026 in Review

Ervin Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6.7% in Q2 2026, selling an estimated $103K and leaving 1,978 shares worth $1.48M. The position accounts for 0.8% of the portfolio, ranked #22.

Ervin Investment Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q3 2024. 1,365 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ervin Investment Management held 1,978 shares of iShares Core S&P 500 ETF worth $1.48M as of Q2 2026.
  • Ervin Investment Management sold 142 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $103K.
  • iShares Core S&P 500 ETF made up 0.8% of Ervin Investment Management's portfolio in Q2 2026, its #22 holding.
  • Ervin Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Ervin Investment Management's iShares Core S&P 500 ETF position peaked at $1.59M in Q3 2024.
  • 1,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.