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

Holistic Financial Partners’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	$1.8M	Sell	2,406 -1,027	-30%	-$748K	1.1%	26
2026 Q1	$2.24M	Buy	3,433 +1,430	+71%	+$976K	0.83%	26
2025 Q4	$1.37M	Buy	2,003 +829	+71%	+$563K	0.5%	34
2025 Q3	$786K	Buy	1,174 +483	+70%	+$311K	0.32%	41
2025 Q2	$429K	Buy	+691	New	+$397K	0.19%	61
2023 Q3	–	Sell	-684	Closed	-$305K	–	113
2023 Q2	$305K	Buy	684 +8	+1%	+$3.37K	0.21%	68
2023 Q1	$278K	Sell	676 -680	-50%	-$273K	0.22%	74
2022 Q4	$521K	Buy	1,356 +557	+70%	+$215K	0.47%	32
2022 Q3	$287K	Buy	799 +13	+2%	+$5.19K	0.28%	59
2022 Q2	$298K	Hold	786	–	–	0.28%	57
2022 Q1	$357K	Sell	786 -1,266	-62%	-$566K	0.23%	62
2021 Q4	$979K	Hold	2,052	–	–	0.57%	27
2021 Q3	$884K	Hold	2,052	–	–	0.55%	27
2021 Q2	$882K	Sell	2,052 -120	-6%	-$50.3K	0.53%	29
2021 Q1	$864K	Sell	2,172 -730	-25%	-$283K	0.57%	29
2020 Q4	$1.09M	Sell	2,902 -1	-0%	-$356	0.75%	23
2020 Q3	$974K	Sell	2,903 -391	-12%	-$130K	0.78%	22
2020 Q2	$1.02M	Sell	3,294 -3,371	-51%	-$990K	0.88%	20
2020 Q1	$1.72M	Buy	+6,665	New	+$2.04M	1.79%	14
2019 Q2	–	Sell	-1,114	Closed	-$317K	–	94
2019 Q1	$317K	Buy	+1,114	New	+$305K	0.13%	79
2018 Q2	–	Sell	-55	Closed	-$15K	–	197
2018 Q1	$15K	Buy	+55	New	+$15.1K	0.01%	296

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

Holistic Financial Partners's IVV Position: Q2 2026 in Review

Holistic Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, selling an estimated $748K and leaving 2,406 shares worth $1.8M. The position accounts for 1.1% of the portfolio, ranked #26.

Holistic Financial Partners first reported a position in IVV in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.24M in Q1 2026. 1,579 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Holistic Financial Partners held 2,406 shares of iShares Core S&P 500 ETF worth $1.8M as of Q2 2026.
Holistic Financial Partners sold 1,027 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $748K.
iShares Core S&P 500 ETF made up 1.1% of Holistic Financial Partners's portfolio in Q2 2026, its #26 holding.
Holistic Financial Partners first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 21 quarters since.
Holistic Financial Partners's iShares Core S&P 500 ETF position peaked at $2.24M in Q1 2026.
1,579 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.