LongView Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

LongView Wealth Management’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	$2.82M	Sell	3,760 -2	-0.1%	-$1.46K	0.72%	35
2026 Q1	$2.62M	Buy	3,762 +334	+10%	+$228K	0.66%	41
2025 Q4	$2.39M	Buy	3,428 +866	+34%	+$588K	0.58%	49
2025 Q3	$1.71M	Buy	2,562 +486	+23%	+$313K	0.46%	51
2025 Q2	$1.29M	Buy	2,076 +345	+20%	+$198K	0.39%	57
2025 Q1	$973K	Buy	1,731 +233	+16%	+$138K	0.29%	74
2024 Q4	$882K	Buy	1,498 +56	+4%	+$33.1K	0.27%	78
2024 Q3	$832K	Buy	1,442 +192	+15%	+$107K	0.27%	77
2024 Q2	$684K	Buy	1,250 +186	+17%	+$97.8K	0.25%	80
2024 Q1	$559K	Buy	1,064 +51	+5%	+$25.5K	0.22%	87
2023 Q4	$482K	Buy	+1,013	New	+$453K	0.22%	96

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

LongView Wealth Management's IVV Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q2 2026, selling an estimated $1.46K and leaving 3,760 shares worth $2.82M. The position accounts for 0.72% of the portfolio, ranked #35.

LongView Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,182 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

LongView Wealth Management held 3,760 shares of iShares Core S&P 500 ETF worth $2.82M as of Q2 2026.
LongView Wealth Management sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.72% of LongView Wealth Management's portfolio in Q2 2026, its #35 holding.
LongView Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,182 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.