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Fiduciary Alliance’s iShares Core S&P 500 ETF IVV Stock Holding History

Fiduciary Alliance’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 		$3.34M Buy
4,457
+348
+8% +$253K 0.23% 121
2026
Q1 		$2.89M Buy
4,109
+1,308
+47% +$893K 0.17% 134
2025
Q4 		$1.92M Buy
2,801
+452
+19% +$307K 0.13% 164
2025
Q3 		$1.57M Buy
2,349
+59
+3% +$38K 0.11% 184
2025
Q2 		$1.42M Buy
2,290
+904
+65% +$519K 0.11% 180
2025
Q1 		$779K Buy
1,386
+171
+14% +$101K 0.08% 196
2024
Q4 		$716K Buy
1,215
+220
+22% +$130K 0.07% 196
2024
Q3 		$574K Sell
995
-24
-2% -$13.3K 0.08% 145
2024
Q2 		$563K Buy
1,019
+4
+0.4% +$2.1K 0.09% 119
2024
Q1 		$533K Sell
1,015
-301
-23% -$151K 0.09% 118
2023
Q4 		$629K Sell
1,316
-414
-24% -$185K 0.12% 98
2023
Q3 		$743K Buy
1,730
+84
+5% +$37.6K 0.17% 76
2023
Q2 		$734K Buy
1,646
+1,032
+168% +$435K 0.16% 79
2023
Q1 		$252K Sell
614
-115
-16% -$46.1K 0.06% 122
2022
Q4 		$280K Buy
+729
New +$281K 0.07% 118

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
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
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

Fiduciary Alliance's IVV Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares Core S&P 500 ETF (IVV) stake by 8.5% in Q2 2026, buying an estimated $253K and bringing the position to 4,457 shares worth $3.34M. The position accounts for 0.23% of the portfolio, ranked #121.

Fiduciary Alliance first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,081 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fiduciary Alliance held 4,457 shares of iShares Core S&P 500 ETF worth $3.34M as of Q2 2026.
  • Fiduciary Alliance bought 348 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $253K.
  • iShares Core S&P 500 ETF made up 0.23% of Fiduciary Alliance's portfolio in Q2 2026, its #121 holding.
  • Fiduciary Alliance first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.