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

Nadler 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 		$34.7M Buy
46,348
+1,610
+4% +$1.17M 2.94% 13
2026
Q1 		$29.2M Buy
44,738
+2,733
+7% +$1.87M 2.82% 13
2025
Q4 		$28.8M Buy
42,005
+960
+2% +$652K 2.68% 14
2025
Q3 		$27.5M Buy
41,045
+1,104
+3% +$711K 2.62% 14
2025
Q2 		$24.8M Buy
39,941
+426
+1% +$245K 2.54% 15
2025
Q1 		$22.2M Buy
39,515
+965
+3% +$570K 2.46% 15
2024
Q4 		$22.7M Buy
38,550
+673
+2% +$398K 2.39% 15
2024
Q3 		$21.8M Buy
37,877
+616
+2% +$343K 2.41% 14
2024
Q2 		$20.4M Buy
37,261
+2,523
+7% +$1.33M 2.4% 14
2024
Q1 		$18.3M Buy
34,738
+825
+2% +$413K 2.25% 15
2023
Q4 		$16.2M Sell
33,913
-173
-0.5% -$77.4K 2.18% 15
2023
Q3 		$14.6M Buy
34,086
+365
+1% +$163K 2.22% 14
2023
Q2 		$15M Buy
33,721
+297
+0.9% +$125K 2.2% 14
2023
Q1 		$13.7M Buy
33,424
+797
+2% +$320K 2.19% 13
2022
Q4 		$12.5M Buy
32,627
+13,764
+73% +$5.31M 2.19% 14
2022
Q3 		$6.76M Buy
18,863
+991
+6% +$396K 1.29% 17
2022
Q2 		$6.78M Buy
17,872
+1,522
+9% +$626K 1.25% 17
2022
Q1 		$7.42M Buy
16,350
+1,869
+13% +$836K 1.16% 17
2021
Q4 		$6.91M Buy
14,481
+2,225
+18% +$1.03M 1.02% 18
2021
Q3 		$5.28M Buy
12,256
+3,418
+39% +$1.51M 0.86% 23
2021
Q2 		$3.8M Buy
8,838
+2,462
+39% +$1.03M 0.62% 25
2021
Q1 		$2.54M Buy
6,376
+1,621
+34% +$628K 0.45% 29
2020
Q4 		$1.78M Buy
4,755
+978
+26% +$348K 0.34% 32
2020
Q3 		$1.27M Hold
3,777
– – 0.28% 35
2020
Q2 		$1.17M Hold
3,777
– – 0.29% 32
2020
Q1 		$976K Buy
3,777
+4
+0.1% +$1.23K 0.3% 33
2019
Q4 		$1.22M Sell
3,773
-7
-0.2% -$2.17K 0.3% 33
2019
Q3 		$1.13M Hold
3,780
– – 0.31% 30
2019
Q2 		$1.11M Hold
3,780
– – 0.32% 32
2019
Q1 		$1.08M Sell
3,780
-545
-13% -$149K 0.34% 29
2018
Q4 		$1.09M Buy
4,325
+7
+0.2% +$1.9K 0.36% 27
2018
Q3 		$1.26M Sell
4,318
-5
-0.1% -$1.43K 0.34% 28
2018
Q2 		$1.18M Buy
4,323
+63
+1% +$17.1K 0.33% 29
2018
Q1 		$1.13M Sell
4,260
-298
-7% -$82K 0.35% 24
2017
Q4 		$1.23M Buy
4,558
+1
+0% +$262 0.37% 27
2017
Q3 		$1.15M Hold
4,557
– – 0.38% 27
2017
Q2 		$1.11M Hold
4,557
– – 0.38% 27
2017
Q1 		$1.08M Hold
4,557
– – 0.38% 29
2016
Q4 		$1.02M Hold
4,557
– – 0.38% 29
2016
Q3 		$991K Buy
4,557
+344
+8% +$74.8K 0.39% 28
2016
Q2 		$887K Hold
4,213
– – 0.37% 30
2016
Q1 		$871K Buy
4,213
+245
+6% +$48.1K 0.38% 29
2015
Q4 		$813K Buy
3,968
+200
+5% +$41.3K 0.37% 30
2015
Q3 		$726K Hold
3,768
– – 0.36% 31
2015
Q2 		$781K Hold
3,768
– – 0.37% 29
2015
Q1 		$783K Hold
3,768
– – 0.38% 29
2014
Q4 		$779K Hold
3,768
– – 0.4% 28
2014
Q3 		$747K Hold
3,768
– – 0.45% 28
2014
Q2 		$742K Hold
3,768
– – 0.47% 23
2014
Q1 		$709K Hold
3,768
– – 0.47% 27
2013
Q4 		$700K Hold
3,768
– – 0.45% 26
2013
Q3 		$636K Hold
3,768
– – 0.46% 30
2013
Q2 		$606K Buy
+3,768
New +$610K 0.43% 35

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Nadler Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, buying an estimated $1.17M and bringing the position to 46,348 shares worth $34.7M. The position accounts for 2.94% of the portfolio, ranked #13.

Nadler Financial Group first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Nadler Financial Group held 46,348 shares of iShares Core S&P 500 ETF worth $34.7M as of Q2 2026.
  • Nadler Financial Group bought 1,610 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Core S&P 500 ETF made up 2.94% of Nadler Financial Group's portfolio in Q2 2026, its #13 holding.
  • Nadler Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.