IIA
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Integral Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Integral Investment Advisors’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 		$945K Sell
1,261
-36
-3% -$26.2K 0.21% 77
2026
Q1 		$847K Buy
1,297
+125
+11% +$85.4K 0.21% 77
2025
Q4 		$803K Hold
1,172
– – 0.2% 79
2025
Q3 		$785K Buy
1,172
+36
+3% +$23.2K 0.21% 77
2025
Q2 		$706K Buy
1,136
+135
+13% +$77.5K 0.2% 79
2025
Q1 		$563K Buy
1,001
+65
+7% +$38.4K 0.18% 93
2024
Q4 		$551K Sell
936
-3
-0.3% -$1.78K 0.18% 90
2024
Q3 		$542K Hold
939
– – 0.18% 97
2024
Q2 		$516K Buy
939
+72
+8% +$37.9K 0.19% 85
2024
Q1 		$456K Buy
+867
New +$434K 0.19% 93

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Integral Investment Advisors's IVV Position: Q2 2026 in Review

Integral Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, selling an estimated $26.2K and leaving 1,261 shares worth $945K. The position accounts for 0.21% of the portfolio, ranked #77.

Integral Investment Advisors first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Integral Investment Advisors held 1,261 shares of iShares Core S&P 500 ETF worth $945K as of Q2 2026.
  • Integral Investment Advisors sold 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
  • iShares Core S&P 500 ETF made up 0.21% of Integral Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Integral Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.