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

Nestegg 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	$594K	Buy	793 +2	+0.3%	+$1.46K	0.42%	25
2026 Q1	$516K	Buy	791 +3	+0.4%	+$2.05K	0.45%	27
2025 Q4	$540K	Sell	788 -141	-15%	-$95.7K	0.46%	29
2025 Q3	$622K	Buy	929 +12	+1%	+$7.73K	0.55%	23
2025 Q2	$570K	Sell	917 -163	-15%	-$93.6K	0.55%	25
2025 Q1	$607K	Sell	1,080 -67	-6%	-$39.6K	0.64%	22
2024 Q4	$691K	Buy	+1,147	New	+$679K	0.7%	22

Other funds holding IVV

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Nestegg Advisors's IVV Position: Q2 2026 in Review

Nestegg Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q2 2026, buying an estimated $1.46K and bringing the position to 793 shares worth $594K. The position accounts for 0.42% of the portfolio, ranked #25.

Nestegg Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2024. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Nestegg Advisors held 793 shares of iShares Core S&P 500 ETF worth $594K as of Q2 2026.
Nestegg Advisors bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.42% of Nestegg Advisors's portfolio in Q2 2026, its #25 holding.
Nestegg Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Nestegg Advisors's iShares Core S&P 500 ETF position peaked at $691K in Q4 2024.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.