Financial Life Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Life 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	$536K	Hold	716	–	–	0.15%	37
2026 Q1	$468K	Sell	716 -19	-3%	-$13K	0.15%	39
2025 Q4	$503K	Buy	735 +120	+20%	+$81.5K	0.16%	39
2025 Q3	$412K	Buy	615 +13	+2%	+$8.37K	0.13%	40
2025 Q2	$374K	Hold	602	–	–	0.13%	39
2025 Q1	$338K	Hold	602	–	–	0.13%	41
2024 Q4	$354K	Hold	602	–	–	0.13%	34
2024 Q3	$347K	Hold	602	–	–	0.13%	34
2024 Q2	$329K	Hold	602	–	–	0.13%	42
2024 Q1	$316K	Hold	602	–	–	0.13%	46
2023 Q4	$288K	Hold	602	–	–	0.12%	49
2023 Q3	$259K	Hold	602	–	–	0.11%	46
2023 Q2	$268K	Sell	602 -26	-4%	-$11K	0.11%	52
2023 Q1	$258K	Buy	+628	New	+$252K	0.11%	58

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Financial Life Advisors's IVV Position: Q2 2026 in Review

Financial Life Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 716 shares worth $536K. The position accounts for 0.15% of the portfolio, ranked #37.

Financial Life Advisors first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 2,071 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financial Life Advisors held 716 shares of iShares Core S&P 500 ETF worth $536K as of Q2 2026.
Financial Life Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.15% of Financial Life Advisors's portfolio in Q2 2026, its #37 holding.
Financial Life Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.