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

Level Financial 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	$668K	Hold	892	–	–	0.15%	61
2026 Q1	$582K	Sell	892 -24	-3%	-$16.4K	0.15%	59
2025 Q4	$627K	Buy	916 +20	+2%	+$13.6K	0.17%	59
2025 Q3	$599K	Sell	896 -34	-4%	-$21.9K	0.17%	61
2025 Q2	$578K	Hold	930	–	–	0.18%	57
2025 Q1	$523K	Buy	+930	New	+$549K	0.18%	57
2024 Q1	–	Sell	-42	Closed	-$20.1K	–	164
2023 Q4	$20.1K	Hold	42	–	–	0.01%	160
2023 Q3	$18K	Hold	42	–	–	0.01%	155
2023 Q2	$18.7K	Hold	42	–	–	0.01%	152
2023 Q1	$17.3K	Hold	42	–	–	0.01%	146
2022 Q4	$16K	Hold	42	–	–	0.01%	138
2022 Q3	$15K	Sell	42 -267	-86%	-$107K	0.01%	152
2022 Q2	$117K	Hold	309	–	–	0.09%	67
2022 Q1	$140K	Hold	309	–	–	0.11%	53
2021 Q4	$147K	Buy	+309	New	+$142K	0.11%	51

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Level Financial Advisors's IVV Position: Q2 2026 in Review

Level Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 892 shares worth $668K. The position accounts for 0.15% of the portfolio, ranked #61.

Level Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Level Financial Advisors held 892 shares of iShares Core S&P 500 ETF worth $668K as of Q2 2026.
Level Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.15% of Level Financial Advisors's portfolio in Q2 2026, its #61 holding.
Level Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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