IA
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IMZ Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

IMZ Advisory’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 		$342K Sell
457
-291
-39% -$212K 0.11% 32
2026
Q1 		$489K Buy
748
+18
+2% +$12.3K 0.18% 23
2025
Q4 		$500K Buy
730
+17
+2% +$11.5K 0.18% 25
2025
Q3 		$477K Buy
713
+165
+30% +$106K 0.18% 25
2025
Q2 		$346K Buy
548
+4
+0.7% +$2.3K 0.14% 28
2025
Q1 		$305K Buy
544
+6
+1% +$3.54K 0.14% 33
2024
Q4 		$317K Buy
538
+2
+0.4% +$1.18K 0.14% 31
2024
Q3 		$309K Sell
536
-60
-10% -$33.4K 0.14% 30
2024
Q2 		$326K Buy
596
+29
+5% +$15.2K 0.16% 26
2024
Q1 		$298K Buy
567
+50
+10% +$25K 0.15% 27
2023
Q4 		$260K Buy
+517
New +$231K 0.14% 28

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

IMZ Advisory's IVV Position: Q2 2026 in Review

IMZ Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 39% in Q2 2026, selling an estimated $212K and leaving 457 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #32.

IMZ Advisory first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $500K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • IMZ Advisory held 457 shares of iShares Core S&P 500 ETF worth $342K as of Q2 2026.
  • IMZ Advisory sold 291 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $212K.
  • iShares Core S&P 500 ETF made up 0.11% of IMZ Advisory's portfolio in Q2 2026, its #32 holding.
  • IMZ Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • IMZ Advisory's iShares Core S&P 500 ETF position peaked at $500K in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.