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

Holcombe Financial’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	$569K	Sell	760 -38	-5%	-$27.7K	0.32%	31
2026 Q1	$521K	Sell	798 -52	-6%	-$35.5K	0.31%	35
2025 Q4	$582K	Buy	850 +90	+12%	+$61.1K	0.37%	30
2025 Q3	$509K	Hold	760	–	–	0.36%	26
2025 Q2	$472K	Hold	760	–	–	0.36%	25
2025 Q1	$427K	Hold	760	–	–	0.35%	24
2024 Q4	$447K	Buy	+760	New	+$450K	0.37%	21

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Holcombe Financial's IVV Position: Q2 2026 in Review

Holcombe Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q2 2026, selling an estimated $27.7K and leaving 760 shares worth $569K. The position accounts for 0.32% of the portfolio, ranked #31.

Holcombe Financial first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $582K in Q4 2025. 2,570 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Holcombe Financial held 760 shares of iShares Core S&P 500 ETF worth $569K as of Q2 2026.
Holcombe Financial sold 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
iShares Core S&P 500 ETF made up 0.32% of Holcombe Financial's portfolio in Q2 2026, its #31 holding.
Holcombe Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Holcombe Financial's iShares Core S&P 500 ETF position peaked at $582K in Q4 2025.
2,570 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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