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

Longview 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	$591K	Sell	790 -12	-1%	-$8.74K	0.35%	29
2026 Q1	$524K	Sell	802 -1	-0.1%	-$683	0.32%	29
2025 Q4	$550K	Buy	803 +1	+0.1%	+$679	0.37%	29
2025 Q3	$537K	Hold	802	–	–	0.38%	29
2025 Q2	$498K	Sell	802 -14	-2%	-$8.04K	0.42%	26
2025 Q1	$459K	Sell	816 -1	-0.1%	-$591	0.39%	28
2024 Q4	$481K	Sell	817 -36	-4%	-$21.3K	0.38%	30
2024 Q3	$492K	Sell	853 -109	-11%	-$60.6K	0.36%	31
2024 Q2	$527K	Buy	962 +6	+0.6%	+$3.15K	0.4%	30
2024 Q1	$503K	Sell	956 -4	-0.4%	-$2K	0.38%	28
2023 Q4	$459K	Buy	+960	New	+$430K	0.37%	27

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

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

Longview Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $8.74K and leaving 790 shares worth $591K. The position accounts for 0.35% of the portfolio, ranked #29.

Longview Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Longview Financial Advisors held 790 shares of iShares Core S&P 500 ETF worth $591K as of Q2 2026.
Longview Financial Advisors sold 12 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.74K.
iShares Core S&P 500 ETF made up 0.35% of Longview Financial Advisors's portfolio in Q2 2026, its #29 holding.
Longview Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.