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

MKT 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	$2.17M	Sell	2,890 -2	-0.1%	-$1.46K	0.67%	21
2026 Q1	$1.92M	Sell	2,892 -50	-2%	-$34.1K	0.64%	25
2025 Q4	$2.03M	Sell	2,942 -18	-0.6%	-$12.2K	0.69%	22
2025 Q3	$1.99M	Hold	2,960	–	–	0.74%	21
2025 Q2	$1.84M	Hold	2,960	–	–	0.73%	20
2025 Q1	$1.5M	Hold	2,960	–	–	0.7%	22
2024 Q4	$1.78M	Sell	2,960 -92	-3%	-$54.5K	0.77%	18
2024 Q3	$1.74M	Hold	3,052	–	–	0.82%	19
2024 Q2	$1.71M	Sell	3,052 -7	-0.2%	-$3.68K	0.85%	19
2024 Q1	$1.58M	Sell	3,059 -465	-13%	-$233K	0.87%	16
2023 Q4	$1.66M	Buy	3,524 +4	+0.1%	+$1.79K	1.09%	16
2023 Q3	$1.51M	Hold	3,520	–	–	1.15%	10
2023 Q2	$1.62M	Sell	3,520 -4	-0.1%	-$1.69K	1.14%	9
2023 Q1	$1.44M	Buy	3,524 +2	+0.1%	+$802	1.08%	11
2022 Q4	$1.4M	Buy	3,522 +29	+0.8%	+$11.2K	1.05%	12
2022 Q3	$1.25M	Sell	3,493 -114	-3%	-$45.5K	1.09%	12
2022 Q2	$1.39M	Buy	3,607 +3	+0.1%	+$1.23K	1.09%	12
2022 Q1	$1.44M	Sell	3,604 -300	-8%	-$134K	1.09%	12
2021 Q4	$1.7M	Buy	+3,904	New	+$1.8M	1.33%	7

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

MKT Advisors's IVV Position: Q2 2026 in Review

MKT Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q2 2026, selling an estimated $1.46K and leaving 2,890 shares worth $2.17M. The position accounts for 0.67% of the portfolio, ranked #21.

MKT Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MKT Advisors held 2,890 shares of iShares Core S&P 500 ETF worth $2.17M as of Q2 2026.
MKT Advisors sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.67% of MKT Advisors's portfolio in Q2 2026, its #21 holding.
MKT Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.