IA
IVV icon

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

Invested 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 		$4.04M Sell
5,390
-622
-10% -$453K 3.57% 3
2026
Q1 		$3.93M Sell
6,012
-24
-0.4% -$16.4K 3.97% 3
2025
Q4 		$4.13M Buy
6,036
+995
+20% +$676K 4.28% 3
2025
Q3 		$2.99M Buy
+5,041
New +$3.25M 4.35% 4

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Invested Advisors's IVV Position: Q2 2026 in Review

Invested Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, selling an estimated $453K and leaving 5,390 shares worth $4.04M. The position accounts for 3.57% of the portfolio, ranked #3.

Invested Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q4 2025. 2,557 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Invested Advisors held 5,390 shares of iShares Core S&P 500 ETF worth $4.04M as of Q2 2026.
  • Invested Advisors sold 622 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $453K.
  • iShares Core S&P 500 ETF made up 3.57% of Invested Advisors's portfolio in Q2 2026, its #3 holding.
  • Invested Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's iShares Core S&P 500 ETF position peaked at $4.13M in Q4 2025.
  • 2,557 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.