Helen Stephens Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Helen Stephens Group’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	$1.29M	Hold	1,724	–	–	0.22%	44
2026 Q1	$1.13M	Buy	1,724 +8	+0.5%	+$5.46K	0.22%	48
2025 Q4	$1.18M	Buy	1,716 +8	+0.5%	+$5.43K	0.25%	39
2025 Q3	$1.14M	Buy	1,708 +10	+0.6%	+$6.44K	0.25%	40
2025 Q2	$1.05M	Buy	1,698 +16	+1%	+$9.19K	0.26%	39
2025 Q1	$945K	Buy	1,682 +5	+0.3%	+$2.95K	0.27%	43
2024 Q4	$987K	Sell	1,677 -10	-0.6%	-$5.92K	0.29%	43
2024 Q3	$973K	Buy	1,687 +7	+0.4%	+$3.89K	0.3%	43
2024 Q2	$919K	Buy	+1,680	New	+$883K	0.32%	43
2024 Q1	–	Sell	-494	Closed	-$236K	–	75
2023 Q4	$236K	Buy	+494	New	+$221K	0.11%	67

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

Helen Stephens Group's IVV Position: Q2 2026 in Review

Helen Stephens Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,724 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #44.

Helen Stephens Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Helen Stephens Group held 1,724 shares of iShares Core S&P 500 ETF worth $1.29M as of Q2 2026.
Helen Stephens Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.22% of Helen Stephens Group's portfolio in Q2 2026, its #44 holding.
Helen Stephens Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.