Kaufman Rossin Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Kaufman Rossin Wealth’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	$381K	Hold	504	–	–	0.18%	58
2026 Q1	$329K	Hold	504	–	–	0.19%	64
2025 Q4	$345K	Hold	504	–	–	0.18%	87
2025 Q3	$337K	Hold	504	–	–	0.18%	83
2025 Q2	$313K	Hold	504	–	–	0.2%	78
2025 Q1	$283K	Hold	504	–	–	0.2%	98
2024 Q4	$297K	Buy	+504	New	+$298K	0.31%	31

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Kaufman Rossin Wealth's IVV Position: Q2 2026 in Review

Kaufman Rossin Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 504 shares worth $381K. The position accounts for 0.18% of the portfolio, ranked #58.

Kaufman Rossin Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kaufman Rossin Wealth held 504 shares of iShares Core S&P 500 ETF worth $381K as of Q2 2026.
Kaufman Rossin Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.18% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #58 holding.
Kaufman Rossin Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.