IFS
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Intelligent Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Intelligent Financial Strategies’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 		$4.76M Sell
6,350
-113
-2% -$82.3K 2.29% 9
2026
Q1 		$4.22M Buy
6,463
+2
+0% +$1.37K 2.2% 10
2025
Q4 		$4.43M Sell
6,461
-84
-1% -$57K 2.13% 11
2025
Q3 		$4.38M Sell
6,545
-213
-3% -$137K 2.13% 11
2025
Q2 		$4.2M Sell
6,758
-267
-4% -$153K 2.23% 9
2025
Q1 		$3.95M Sell
7,025
-106
-1% -$62.6K 2.06% 9
2024
Q4 		$4.2M Sell
7,131
-202
-3% -$120K 2.32% 8
2024
Q3 		$4.23M Sell
7,333
-97
-1% -$53.9K 2.33% 8
2024
Q2 		$4.07M Sell
7,430
-75
-1% -$39.4K 2.5% 8
2024
Q1 		$3.95M Buy
7,505
+138
+2% +$69K 2.45% 7
2023
Q4 		$3.52M Sell
7,367
-108
-1% -$48.3K 2.46% 9
2023
Q3 		$3.22M Sell
7,475
-614
-8% -$275K 2.39% 9
2023
Q2 		$3.61M Buy
8,089
+2
+0% +$843 2.63% 9
2023
Q1 		$3.32M Sell
8,087
-224
-3% -$89.8K 2.61% 10
2022
Q4 		$3.19M Buy
8,311
+1,577
+23% +$609K 2.69% 10
2022
Q3 		$2.42M Hold
6,734
– – 2.53% 12
2022
Q2 		$2.55M Sell
6,734
-1,604
-19% -$660K 2.59% 12
2022
Q1 		$3.78M Sell
8,338
-213
-2% -$95.3K 3.69% 6
2021
Q4 		$4.08M Buy
+8,551
New +$3.94M 3.67% 6

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Intelligent Financial Strategies's IVV Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $82.3K and leaving 6,350 shares worth $4.76M. The position accounts for 2.29% of the portfolio, ranked #9.

Intelligent Financial Strategies first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Intelligent Financial Strategies held 6,350 shares of iShares Core S&P 500 ETF worth $4.76M as of Q2 2026.
  • Intelligent Financial Strategies sold 113 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $82.3K.
  • iShares Core S&P 500 ETF made up 2.29% of Intelligent Financial Strategies's portfolio in Q2 2026, its #9 holding.
  • Intelligent Financial Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.