Foster Victor Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Foster Victor 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	$787K	Sell	1,042 -606	-37%	-$441K	0.04%	152
2026 Q1	$1.15M	Buy	1,648 +531	+48%	+$363K	0.07%	122
2025 Q4	$776K	Buy	1,117 +57	+5%	+$38.7K	0.05%	137
2025 Q3	$713K	Buy	1,060 +567	+115%	+$365K	0.04%	132
2025 Q2	$309K	Sell	493 -37	-7%	-$21.2K	0.02%	166
2025 Q1	$284K	Sell	530 -22	-4%	-$13K	0.02%	164
2024 Q4	$332K	Sell	552 -88	-14%	-$52.1K	0.03%	151
2024 Q3	$371K	Sell	640 -146	-19%	-$81.2K	0.03%	142
2024 Q2	$446K	Buy	786 +307	+64%	+$161K	0.04%	135
2024 Q1	$249K	Sell	479 -125	-21%	-$62.5K	0.02%	153
2023 Q4	$288K	Buy	604 +103	+21%	+$46.1K	0.03%	138
2023 Q3	$216K	Buy	+501	New	+$224K	0.03%	147
2022 Q4	–	Sell	-1,333	Closed	-$499K	–	168
2022 Q3	$499K	Buy	1,333 +127	+11%	+$50.7K	0.07%	98
2022 Q2	$465K	Buy	+1,206	New	+$496K	0.07%	98
2022 Q1	–	Sell	-526	Closed	-$249K	–	144
2021 Q4	$249K	Sell	526 -194	-27%	-$89.4K	0.03%	128
2021 Q3	$310K	Hold	720	–	–	0.05%	113
2021 Q2	$310K	Hold	720	–	–	0.05%	116
2021 Q1	$298K	Sell	720 -120	-14%	-$46.5K	0.06%	115
2020 Q4	$315K	Sell	840 -90	-10%	-$32K	0.07%	112
2020 Q3	$313K	Buy	930 +279	+43%	+$92.8K	0.08%	107
2020 Q2	$202K	Buy	+651	New	+$191K	0.07%	119
2020 Q1	–	Sell	-706	Closed	-$230K	–	108
2019 Q4	$230K	Hold	706	–	–	0.1%	98
2019 Q3	$208K	Sell	706 -168	-19%	-$49.9K	0.12%	86
2019 Q2	$261K	Sell	874 -2	-0.2%	-$580	0.19%	76
2019 Q1	$249K	Sell	876 -440	-33%	-$120K	0.19%	77
2018 Q4	$331K	Buy	+1,316	New	+$357K	0.31%	59

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Foster Victor Wealth Advisors's IVV Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 37% in Q2 2026, selling an estimated $441K and leaving 1,042 shares worth $787K. The position accounts for 0.04% of the portfolio, ranked #152.

Foster Victor Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.15M in Q1 2026. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Foster Victor Wealth Advisors held 1,042 shares of iShares Core S&P 500 ETF worth $787K as of Q2 2026.
Foster Victor Wealth Advisors sold 606 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $441K.
iShares Core S&P 500 ETF made up 0.04% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Foster Victor Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
Foster Victor Wealth Advisors's iShares Core S&P 500 ETF position peaked at $1.15M in Q1 2026.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.