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

Leverty Financial 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 		$193M Buy
258,159
+524
+0.2% +$382K 37.6% 1
2026
Q1 		$168M Buy
257,635
+6,208
+2% +$4.24M 37.23% 1
2025
Q4 		$172M Buy
251,427
+27,721
+12% +$18.8M 41.18% 1
2025
Q3 		$150M Sell
223,706
-2,016
-0.9% -$1.3M 38.86% 1
2025
Q2 		$140M Buy
225,722
+178,604
+379% +$103M 41.84% 1
2025
Q1 		$26.5M Buy
47,118
+874
+2% +$516K 10.82% 4
2024
Q4 		$27.2M Sell
46,244
-438
-0.9% -$259K 13.85% 4
2024
Q3 		$26.9M Buy
46,682
+242
+0.5% +$135K 14.71% 4
2024
Q2 		$25.4M Sell
46,440
-352
-0.8% -$185K 15.04% 4
2024
Q1 		$24.6M Sell
46,792
-505
-1% -$253K 14.68% 4
2023
Q4 		$22.6M Sell
47,297
-352
-0.7% -$158K 14.32% 4
2023
Q3 		$20.5M Sell
47,649
-212
-0.4% -$94.8K 14.86% 4
2023
Q2 		$21.3M Sell
47,861
-372
-0.8% -$157K 15.55% 3
2023
Q1 		$19.8M Sell
48,233
-435
-0.9% -$174K 15.56% 3
2022
Q4 		$18.7M Sell
48,668
-91,563
-65% -$35.3M 16% 3
2022
Q3 		$50.3M Buy
140,231
+2,198
+2% +$878K 48.66% 1
2022
Q2 		$52.3M Sell
138,033
-6,214
-4% -$2.56M 48.78% 1
2022
Q1 		$65.4M Buy
144,247
+998
+0.7% +$446K 51.62% 1
2021
Q4 		$68.3M Buy
+143,249
New +$66M 52.7% 1

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
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

Leverty Financial Group's IVV Position: Q2 2026 in Review

Leverty Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q2 2026, buying an estimated $382K and bringing the position to 258,159 shares worth $193M. The position accounts for 37.6% of the portfolio, ranked #1.

Leverty Financial Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 1,827 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Leverty Financial Group held 258,159 shares of iShares Core S&P 500 ETF worth $193M as of Q2 2026.
  • Leverty Financial Group bought 524 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $382K.
  • iShares Core S&P 500 ETF made up 37.6% of Leverty Financial Group's portfolio in Q2 2026, its #1 holding.
  • Leverty Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,827 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.