Everhart Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Everhart Financial Group’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	$4.57M	Sell	6,100 -711	-10%	-$518K	0.29%	44
2026 Q1	$4.45M	Buy	6,811 +854	+14%	+$583K	0.38%	37
2025 Q4	$4.08M	Buy	5,957 +10	+0.2%	+$6.79K	0.38%	34
2025 Q3	$3.98M	Buy	5,947 +282	+5%	+$182K	0.4%	36
2025 Q2	$3.52M	Buy	5,665 +238	+4%	+$137K	0.41%	37
2025 Q1	$3.05M	Buy	5,427 +250	+5%	+$148K	0.42%	37
2024 Q4	$3.05M	Buy	5,177 +18	+0.3%	+$10.7K	0.63%	34
2024 Q3	$2.98M	Buy	5,159 +2,004	+64%	+$1.11M	0.66%	31
2024 Q2	$1.73M	Buy	3,155 +729	+30%	+$383K	0.45%	41
2024 Q1	$1.28M	Sell	2,426 -498	-17%	-$249K	0.37%	50
2023 Q4	$1.4M	Buy	2,924 +465	+19%	+$208K	0.49%	40
2023 Q3	$1.06M	Buy	2,459 +71	+3%	+$31.8K	0.45%	49
2023 Q2	$1.06M	Sell	2,388 -127	-5%	-$53.5K	0.44%	46
2023 Q1	$1.03M	Sell	2,515 -2	-0.1%	-$802	0.46%	45
2022 Q4	$967K	Sell	2,517 -91	-3%	-$35.1K	0.49%	42
2022 Q3	$935K	Hold	2,608	–	–	0.52%	35
2022 Q2	$989K	Buy	2,608 +199	+8%	+$81.9K	0.6%	35
2022 Q1	$1.09M	Sell	2,409 -2	-0.1%	-$894	0.63%	36
2021 Q4	$1.15M	Sell	2,411 -33	-1%	-$15.2K	0.69%	34
2021 Q3	$1.05M	Buy	+2,444	New	+$1.08M	0.72%	33

Other funds holding IVV

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Everhart Financial Group's IVV Position: Q2 2026 in Review

Everhart Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, selling an estimated $518K and leaving 6,100 shares worth $4.57M. The position accounts for 0.29% of the portfolio, ranked #44.

Everhart Financial Group first reported a position in IVV in Q3 2021 and has held it in 20 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Everhart Financial Group held 6,100 shares of iShares Core S&P 500 ETF worth $4.57M as of Q2 2026.
Everhart Financial Group sold 711 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $518K.
iShares Core S&P 500 ETF made up 0.29% of Everhart Financial Group's portfolio in Q2 2026, its #44 holding.
Everhart Financial Group first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.