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Guyasuta Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Guyasuta Investment 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 		$6.93M Buy
9,255
+4
+0% +$2.91K 0.36% 50
2026
Q1 		$6.04M Sell
9,251
-187
-2% -$128K 0.35% 48
2025
Q4 		$6.46M Sell
9,438
-732
-7% -$497K 0.37% 47
2025
Q3 		$6.81M Sell
10,170
-281
-3% -$181K 0.39% 47
2025
Q2 		$6.49M Buy
10,451
+134
+1% +$76.9K 0.4% 44
2025
Q1 		$5.8M Buy
10,317
+73
+0.7% +$43.1K 0.38% 46
2024
Q4 		$6.03M Buy
10,244
+592
+6% +$350K 0.38% 46
2024
Q3 		$5.57M Buy
9,652
+1,713
+22% +$952K 0.34% 48
2024
Q2 		$3.79M Hold
7,939
– – 0.28% 53
2024
Q1 		$3.79M Sell
7,939
-10
-0.1% -$5K 0.28% 53
2023
Q4 		$3.8M Buy
7,949
+2,160
+37% +$967K 0.27% 53
2023
Q3 		$2.49M Hold
5,789
– – 0.19% 58
2023
Q2 		$2.58M Sell
5,789
-79
-1% -$33.3K 0.19% 64
2023
Q1 		$2.41M Sell
5,868
-3,622
-38% -$1.45M 0.19% 67
2022
Q4 		$3.65M Sell
9,490
-263
-3% -$101K 0.29% 50
2022
Q3 		$3.5M Sell
9,753
-326
-3% -$130K 0.3% 53
2022
Q2 		$3.82M Sell
10,079
-20
-0.2% -$8.23K 0.3% 53
2022
Q1 		$4.58M Buy
10,099
+599
+6% +$268K 0.31% 53
2021
Q4 		$4.53M Sell
9,500
-200
-2% -$92.2K 0.3% 55
2021
Q3 		$4.18M Buy
9,700
+555
+6% +$246K 0.3% 56
2021
Q2 		$3.93M Buy
9,145
+399
+5% +$167K 0.28% 57
2021
Q1 		$3.48M Buy
8,746
+584
+7% +$226K 0.27% 56
2020
Q4 		$3.06M Sell
8,162
-795
-9% -$283K 0.26% 57
2020
Q3 		$3.01M Buy
8,957
+200
+2% +$66.6K 0.28% 54
2020
Q2 		$2.71M Sell
8,757
-847
-9% -$249K 0.28% 55
2020
Q1 		$2.48M Buy
9,604
+2,210
+30% +$677K 0.3% 50
2019
Q4 		$2.39M Sell
7,394
-130
-2% -$40.2K 0.23% 55
2019
Q3 		$2.25M Hold
7,524
– – 0.23% 56
2019
Q2 		$2.22M Hold
7,524
– – 0.23% 58
2019
Q1 		$2.14M Hold
7,524
– – 0.24% 56
2018
Q4 		$1.89M Buy
7,524
+123
+2% +$33.4K 0.23% 57
2018
Q3 		$2.17M Sell
7,401
-175
-2% -$50.2K 0.23% 57
2018
Q2 		$2.07M Buy
7,576
+850
+13% +$231K 0.24% 58
2018
Q1 		$1.78M Buy
6,726
+10
+0.1% +$2.75K 0.21% 61
2017
Q4 		$1.81M Buy
6,716
+171
+3% +$44.8K 0.2% 63
2017
Q3 		$1.66M Hold
6,545
– – 0.2% 64
2017
Q2 		$1.59M Buy
6,545
+182
+3% +$43.9K 0.19% 65
2017
Q1 		$1.51M Buy
6,363
+847
+15% +$198K 0.18% 66
2016
Q4 		$1.24M Sell
5,516
-953
-15% -$209K 0.16% 75
2016
Q3 		$1.41M Sell
6,469
-15
-0.2% -$3.26K 0.18% 67
2016
Q2 		$1.36M Sell
6,484
-60
-0.9% -$12.5K 0.18% 71
2016
Q1 		$1.35M Buy
6,544
+4,867
+290% +$955K 0.19% 65
2015
Q4 		$343K Sell
1,677
-49
-3% -$10.1K 0.05% 155
2015
Q3 		$332K Sell
1,726
-29
-2% -$5.92K 0.05% 164
2015
Q2 		$363K Sell
1,755
-49
-3% -$10.4K 0.05% 170
2015
Q1 		$375K Sell
1,804
-38
-2% -$7.9K 0.05% 160
2014
Q4 		$381K Sell
1,842
-25
-1% -$5.06K 0.05% 158
2014
Q3 		$370K Sell
1,867
-19
-1% -$3.78K 0.05% 155
2014
Q2 		$371K Sell
1,886
-6
-0.3% -$1.15K 0.05% 156
2014
Q1 		$355K Hold
1,892
– – 0.05% 152
2013
Q4 		$351K Sell
1,892
-201
-10% -$35.8K 0.05% 150
2013
Q3 		$353K Hold
2,093
– – 0.06% 148
2013
Q2 		$336K Buy
+2,093
New +$339K 0.05% 142

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Guyasuta Investment Advisors's IVV Position: Q2 2026 in Review

Guyasuta Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q2 2026, buying an estimated $2.91K and bringing the position to 9,255 shares worth $6.93M. The position accounts for 0.36% of the portfolio, ranked #50.

Guyasuta Investment Advisors first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 2,157 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Guyasuta Investment Advisors held 9,255 shares of iShares Core S&P 500 ETF worth $6.93M as of Q2 2026.
  • Guyasuta Investment Advisors bought 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.36% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Guyasuta Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,157 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.