FTWA
IVV icon

Fifth Third Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Fifth Third Wealth Advisors’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 		$383M Buy
511,496
+13,898
+3% +$10.1M 10.71% 1
2026
Q1 		$325M Sell
497,598
-9,056
-2% -$6.18M 10.99% 1
2025
Q4 		$347M Buy
506,654
+13,379
+3% +$9.09M 12.17% 1
2025
Q3 		$330M Buy
493,275
+29,581
+6% +$19.1M 12.17% 1
2025
Q2 		$288M Buy
463,694
+31,652
+7% +$18.2M 12.08% 1
2025
Q1 		$243M Buy
432,042
+24,146
+6% +$14.3M 12.57% 1
2024
Q4 		$240M Buy
407,896
+50,531
+14% +$29.9M 13.03% 1
2024
Q3 		$206M Buy
357,365
+67,472
+23% +$37.5M 12.63% 1
2024
Q2 		$159M Buy
289,893
+119,670
+70% +$62.9M 12.03% 1
2024
Q1 		$89.5M Buy
170,223
+104,339
+158% +$52.2M 13.94% 2
2023
Q4 		$31.5M Buy
65,884
+9,982
+18% +$4.47M 10.22% 1
2023
Q3 		$24M Buy
55,902
+45,444
+435% +$20.3M 9.69% 1
2023
Q2 		$4.66M Buy
10,458
+6,727
+180% +$2.83M 3.01% 4
2023
Q1 		$1.53M Buy
+3,731
New +$1.5M 2.84% 6

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Fifth Third Wealth Advisors's IVV Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, buying an estimated $10.1M and bringing the position to 511,496 shares worth $383M. The position accounts for 10.71% of the portfolio, ranked #1.

Fifth Third Wealth Advisors first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fifth Third Wealth Advisors held 511,496 shares of iShares Core S&P 500 ETF worth $383M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 13,898 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.1M.
  • iShares Core S&P 500 ETF made up 10.71% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.