HIW
IVV icon

Holos Integrated Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Holos Integrated Wealth’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 		$373K Sell
497
-95
-16% -$69.2K 0.17% 56
2026
Q1 		$392K Buy
+592
New +$404K 0.2% 57

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Holos Integrated Wealth's IVV Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $69.2K and leaving 497 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #56.

Holos Integrated Wealth first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $392K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Holos Integrated Wealth held 497 shares of iShares Core S&P 500 ETF worth $373K as of Q2 2026.
  • Holos Integrated Wealth sold 95 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $69.2K.
  • iShares Core S&P 500 ETF made up 0.17% of Holos Integrated Wealth's portfolio in Q2 2026, its #56 holding.
  • Holos Integrated Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's iShares Core S&P 500 ETF position peaked at $392K in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.