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Investment Research & Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Investment Research & Advisory Group’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 		$1.07M Buy
1,433
+38
+3% +$27.7K 0.33% 49
2026
Q1 		$911K Sell
1,395
-50
-3% -$34.1K 0.32% 49
2025
Q4 		$990K Buy
1,445
+288
+25% +$196K 0.33% 48
2025
Q3 		$774K Sell
1,157
-148
-11% -$95.3K 0.26% 52
2025
Q2 		$810K Buy
1,305
+4
+0.3% +$2.3K 0.3% 48
2025
Q1 		$731K Sell
1,301
-22
-2% -$13K 0.31% 47
2024
Q4 		$779K Sell
1,323
-20
-1% -$11.8K 0.32% 46
2024
Q3 		$775K Sell
1,343
-56
-4% -$31.1K 0.33% 45
2024
Q2 		$766K Sell
1,399
-10
-0.7% -$5.26K 0.34% 46
2024
Q1 		$741K Sell
1,409
-176
-11% -$88.1K 0.34% 45
2023
Q4 		$757K Sell
1,585
-77
-5% -$34.5K 0.39% 46
2023
Q3 		$714K Sell
1,662
-583
-26% -$261K 0.41% 46
2023
Q2 		$1M Buy
2,245
+340
+18% +$143K 0.58% 42
2023
Q1 		$783K Hold
1,905
– – 0.5% 43
2022
Q4 		$732K Buy
1,905
+108
+6% +$41.7K 0.48% 44
2022
Q3 		$644K Hold
1,797
– – 0.48% 45
2022
Q2 		$681K Hold
1,797
– – 0.49% 41
2022
Q1 		$816K Buy
1,797
+183
+11% +$81.8K 0.51% 40
2021
Q4 		$770K Sell
1,614
-25
-2% -$11.5K 0.47% 40
2021
Q3 		$711K Buy
1,639
+1,285
+363% +$569K 0.47% 41
2021
Q2 		$152K Hold
354
– – 0.1% 71
2021
Q1 		$141K Hold
354
– – 0.1% 65
2020
Q4 		$133K Hold
354
– – 0.1% 69
2020
Q3 		$119K Hold
354
– – 0.1% 67
2020
Q2 		$109K Hold
354
– – 0.1% 67
2020
Q1 		$91K Hold
354
– – 0.08% 65
2019
Q4 		$114K Buy
+354
New +$110K 0.11% 65

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

Investment Research & Advisory Group's IVV Position: Q2 2026 in Review

Investment Research & Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, buying an estimated $27.7K and bringing the position to 1,433 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #49.

Investment Research & Advisory Group first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 1,868 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Investment Research & Advisory Group held 1,433 shares of iShares Core S&P 500 ETF worth $1.07M as of Q2 2026.
  • Investment Research & Advisory Group bought 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
  • iShares Core S&P 500 ETF made up 0.33% of Investment Research & Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Investment Research & Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,868 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.