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

Financial Synergies 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	$171M	Sell	227,842 -4,649	-2%	-$3.39M	14.46%	1
2026 Q1	$152M	Sell	232,491 -2,128	-0.9%	-$1.45M	14.49%	1
2025 Q4	$161M	Buy	234,619 +1,789	+0.8%	+$1.21M	15.52%	1
2025 Q3	$156M	Sell	232,830 -1,475	-0.6%	-$950K	15.78%	1
2025 Q2	$145M	Buy	234,305 +1,348	+0.6%	+$774K	15.84%	1
2025 Q1	$131M	Buy	232,957 +4,497	+2%	+$2.66M	15.93%	1
2024 Q4	$134M	Buy	228,460 +795	+0.3%	+$471K	16.68%	1
2024 Q3	$131M	Buy	227,665 +2,797	+1%	+$1.56M	16.31%	1
2024 Q2	$123M	Sell	224,868 -6,312	-3%	-$3.32M	16.58%	1
2024 Q1	$122M	Sell	231,180 -13,053	-5%	-$6.53M	15.95%	1
2023 Q4	$93.8M	Buy	244,233 +2,521	+1%	+$1.13M	14.53%	1
2023 Q3	$104M	Buy	241,712 +856	+0.4%	+$383K	14.99%	1
2023 Q2	$107M	Sell	240,856 -1,408	-0.6%	-$593K	15.06%	1
2023 Q1	$99.6M	Sell	242,264 -1,969	-0.8%	-$789K	14.61%	1
2022 Q4	$93.8M	Sell	244,233 -2,734	-1%	-$1.06M	14.53%	1
2022 Q3	$88.6M	Buy	246,967 +769	+0.3%	+$307K	15.23%	1
2022 Q2	$93.3M	Buy	246,198 +25,073	+11%	+$10.3M	15.2%	1
2022 Q1	$100M	Sell	221,125 -6,275	-3%	-$2.81M	15.79%	1
2021 Q4	$108M	Sell	227,400 -2,943	-1%	-$1.36M	14.86%	1
2021 Q3	$99.2M	Sell	230,343 -1,697	-0.7%	-$752K	13.56%	1
2021 Q2	$99.8M	Buy	232,040 +4,689	+2%	+$1.96M	13.61%	1
2021 Q1	$90.4M	Buy	227,351 +4,647	+2%	+$1.8M	13.14%	1
2020 Q4	$83.6M	Buy	222,704 +25,312	+13%	+$9.01M	13.01%	1
2020 Q3	$66.3M	Buy	197,392 +13,371	+7%	+$4.45M	16.99%	1
2020 Q2	$57M	Buy	184,021 +2,837	+2%	+$833K	19.3%	1
2020 Q1	$46.8M	Sell	181,184 -1,240	-0.7%	-$380K	26.64%	2
2019 Q4	$59M	Sell	182,424 -2,521	-1%	-$780K	26.5%	2
2019 Q3	$55.2M	Buy	184,945 +1,434	+0.8%	+$426K	26.93%	1
2019 Q2	$54.1M	Buy	183,511 +2,938	+2%	+$851K	27.15%	2
2019 Q1	$51.4M	Buy	+180,573	New	+$49.4M	27.31%	2

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Financial Synergies Wealth Advisors's IVV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, selling an estimated $3.39M and leaving 227,842 shares worth $171M. The position accounts for 14.46% of the portfolio, ranked #1.

Financial Synergies Wealth Advisors first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 1,654 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Financial Synergies Wealth Advisors held 227,842 shares of iShares Core S&P 500 ETF worth $171M as of Q2 2026.
Financial Synergies Wealth Advisors sold 4,649 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.39M.
iShares Core S&P 500 ETF made up 14.46% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
1,654 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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