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

IMPACTfolio’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	$434K	Hold	579	–	–	0.16%	24
2026 Q1	$378K	Sell	579 -12	-2%	-$8.19K	0.16%	23
2025 Q4	$405K	Hold	591	–	–	0.17%	22
2025 Q3	$396K	Buy	591 +39	+7%	+$25.1K	0.17%	23
2025 Q2	$343K	Hold	552	–	–	0.16%	24
2025 Q1	$310K	Hold	552	–	–	0.16%	24
2024 Q4	$325K	Hold	552	–	–	0.17%	26
2024 Q3	$318K	Hold	552	–	–	0.16%	25
2024 Q2	$302K	Hold	552	–	–	0.17%	26
2024 Q1	$290K	Buy	+552	New	+$276K	0.18%	25
2023 Q3	–	Sell	-829	Closed	-$369K	–	44
2023 Q2	$369K	Buy	+829	New	+$349K	0.29%	22
2022 Q3	–	Sell	-567	Closed	-$215K	–	46
2022 Q2	$215K	Hold	567	–	–	0.2%	46
2022 Q1	$257K	Buy	+567	New	+$254K	0.19%	45

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

IMPACTfolio's IVV Position: Q2 2026 in Review

IMPACTfolio held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 579 shares worth $434K. The position accounts for 0.16% of the portfolio, ranked #24.

IMPACTfolio first reported a position in IVV in Q1 2022 and has held it in 13 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

IMPACTfolio held 579 shares of iShares Core S&P 500 ETF worth $434K as of Q2 2026.
IMPACTfolio left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.16% of IMPACTfolio's portfolio in Q2 2026, its #24 holding.
IMPACTfolio first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.