JF
IVV icon

Joule Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Joule Financial’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 		$235K Sell
314
-6
-2% -$4.37K 0.06% 103
2026
Q1 		$209K Sell
320
-1,143
-78% -$781K 0.06% 111
2025
Q4 		$1M Hold
1,463
– – 0.3% 39
2025
Q3 		$979K Sell
1,463
-525
-26% -$338K 0.29% 39
2025
Q2 		$1.23M Hold
1,988
– – 0.4% 31
2025
Q1 		$1.12M Hold
1,988
– – 0.39% 32
2024
Q4 		$1.17M Buy
1,988
+172
+9% +$102K 0.41% 34
2024
Q3 		$1.05M Buy
1,816
+49
+3% +$27.2K 0.38% 34
2024
Q2 		$967K Hold
1,767
– – 0.39% 33
2024
Q1 		$929K Sell
1,767
-51
-3% -$25.5K 0.38% 33
2023
Q4 		$868K Sell
1,818
-524
-22% -$235K 0.4% 34
2023
Q3 		$1.01M Buy
2,342
+1,071
+84% +$479K 0.52% 30
2023
Q2 		$567K Sell
1,271
-29
-2% -$12.2K 0.29% 44
2023
Q1 		$534K Buy
1,300
+26
+2% +$10.4K 0.29% 44
2022
Q4 		$490K Buy
1,274
+134
+12% +$51.7K 0.32% 41
2022
Q3 		$409K Hold
1,140
– – 0.31% 52
2022
Q2 		$432K Buy
+1,140
New +$469K 0.34% 50

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

Joule Financial's IVV Position: Q2 2026 in Review

Joule Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $4.37K and leaving 314 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #103.

Joule Financial first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.23M in Q2 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Joule Financial held 314 shares of iShares Core S&P 500 ETF worth $235K as of Q2 2026.
  • Joule Financial sold 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
  • iShares Core S&P 500 ETF made up 0.06% of Joule Financial's portfolio in Q2 2026, its #103 holding.
  • Joule Financial first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's iShares Core S&P 500 ETF position peaked at $1.23M in Q2 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.