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

Financial Symmetry’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	$2.58M	Buy	3,451 +1	+0%	+$728	0.86%	18
2026 Q1	$2.49M	Buy	3,450 +160	+5%	+$109K	0.89%	18
2025 Q4	$2.25M	Sell	3,290 -35	-1%	-$23.8K	0.92%	18
2025 Q3	$2.23M	Sell	3,325 -4	-0.1%	-$2.58K	1%	18
2025 Q2	$2.07M	Sell	3,329 -45	-1%	-$25.8K	1.07%	18
2025 Q1	$1.9M	Buy	3,374 +480	+17%	+$283K	1.16%	18
2024 Q4	$1.7M	Sell	2,894 -38	-1%	-$22.5K	1.15%	15
2024 Q3	$1.69M	Buy	2,932 +53	+2%	+$29.5K	1.18%	15
2024 Q2	$1.58M	Buy	2,879 +1,754	+156%	+$922K	1.23%	14
2024 Q1	$591K	Hold	1,125	–	–	0.52%	20
2023 Q4	$537K	Buy	+1,125	New	+$504K	0.53%	18

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 Symmetry's IVV Position: Q2 2026 in Review

Financial Symmetry increased its iShares Core S&P 500 ETF (IVV) stake by 0.03% in Q2 2026, buying an estimated $728 and bringing the position to 3,451 shares worth $2.58M. The position accounts for 0.86% of the portfolio, ranked #18.

Financial Symmetry first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financial Symmetry held 3,451 shares of iShares Core S&P 500 ETF worth $2.58M as of Q2 2026.
Financial Symmetry bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.86% of Financial Symmetry's portfolio in Q2 2026, its #18 holding.
Financial Symmetry first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.