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Fairvoy Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Fairvoy Private Wealth’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 		$32M Buy
42,767
+17,914
+72% +$13M 6.47% 1
2026
Q1 		$16.2M Sell
24,853
-1,328
-5% -$907K 3.87% 1
2025
Q4 		$17.9M Buy
26,181
+231
+0.9% +$157K 4.01% 2
2025
Q3 		$17.4M Buy
25,950
+4,970
+24% +$3.2M 3.95% 2
2025
Q2 		$13M Sell
20,980
-1,100
-5% -$632K 3.24% 6
2025
Q1 		$12.4M Sell
22,080
-5,886
-21% -$3.48M 3.41% 6
2024
Q4 		$16.5M Buy
+27,966
New +$16.6M 4.38% 2

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
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
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

Fairvoy Private Wealth's IVV Position: Q2 2026 in Review

Fairvoy Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 72% in Q2 2026, buying an estimated $13M and bringing the position to 42,767 shares worth $32M. The position accounts for 6.47% of the portfolio, ranked #1.

Fairvoy Private Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fairvoy Private Wealth held 42,767 shares of iShares Core S&P 500 ETF worth $32M as of Q2 2026.
  • Fairvoy Private Wealth bought 17,914 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13M.
  • iShares Core S&P 500 ETF made up 6.47% of Fairvoy Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Fairvoy Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.