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Juncture Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Juncture Wealth 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 		$5.54M Buy
7,403
+4,628
+167% +$3.37M 1.44% 13
2026
Q1 		$1.81M Buy
2,775
+25
+0.9% +$17.1K 0.61% 31
2025
Q4 		$1.88M Sell
2,750
-39
-1% -$26.5K 0.62% 30
2025
Q3 		$1.87M Buy
2,789
+76
+3% +$48.9K 0.63% 31
2025
Q2 		$1.68M Sell
2,713
-2
-0.1% -$1.15K 0.6% 32
2025
Q1 		$1.53M Buy
2,715
+41
+2% +$24.2K 0.59% 29
2024
Q4 		$1.57M Buy
2,674
+1,349
+102% +$798K 0.59% 29
2024
Q3 		$764K Sell
1,325
-23
-2% -$12.8K 0.3% 51
2024
Q2 		$738K Buy
1,348
+5
+0.4% +$2.63K 0.31% 50
2024
Q1 		$706K Sell
1,343
-10
-0.7% -$5K 0.3% 49
2023
Q4 		$646K Sell
1,353
-136
-9% -$60.9K 0.29% 63
2023
Q3 		$639K Sell
1,489
-15
-1% -$6.71K 0.31% 66
2023
Q2 		$670K Sell
1,504
-88
-6% -$37.1K 0.31% 66
2023
Q1 		$654K Buy
1,592
+5
+0.3% +$2K 0.32% 59
2022
Q4 		$610K Sell
1,587
-280
-15% -$108K 0.29% 59
2022
Q3 		$670K Buy
1,867
+648
+53% +$259K 0.33% 57
2022
Q2 		$462K Buy
1,219
+174
+17% +$71.6K 0.23% 71
2022
Q1 		$474K Buy
1,045
+30
+3% +$13.4K 0.23% 83
2021
Q4 		$484K Buy
1,015
+232
+30% +$107K 0.23% 86
2021
Q3 		$337K Sell
783
-645
-45% -$286K 0.18% 89
2021
Q2 		$635K Buy
+1,428
New +$598K 0.37% 61

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Juncture Wealth Strategies's IVV Position: Q2 2026 in Review

Juncture Wealth Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 167% in Q2 2026, buying an estimated $3.37M and bringing the position to 7,403 shares worth $5.54M. The position accounts for 1.44% of the portfolio, ranked #13.

Juncture Wealth Strategies first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 1,655 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Juncture Wealth Strategies held 7,403 shares of iShares Core S&P 500 ETF worth $5.54M as of Q2 2026.
  • Juncture Wealth Strategies bought 4,628 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.37M.
  • iShares Core S&P 500 ETF made up 1.44% of Juncture Wealth Strategies's portfolio in Q2 2026, its #13 holding.
  • Juncture Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,655 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.