Net Worth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Net Worth Advisory 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	–	Sell	-546	Closed	-$357K	–	440
2026 Q1	$357K	Sell	546 -52	-9%	-$35.5K	0.07%	264
2025 Q4	$410K	Buy	+598	New	+$406K	0.08%	241
2025 Q3	–	Sell	-400	Closed	-$248K	–	446
2025 Q2	$248K	Buy	+400	New	+$230K	0.06%	358

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

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

Net Worth Advisory Group's IVV Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 546 shares — an estimated $357K sold.

Net Worth Advisory Group first reported a position in IVV in Q2 2025 and held it in 3 quarters. The position peaked at $410K in Q4 2025. 2,060 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Net Worth Advisory Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 546 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $357K.
Net Worth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q2 2025 and held it in 3 quarters.
Net Worth Advisory Group's iShares Core S&P 500 ETF position peaked at $410K in Q4 2025.
2,060 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.