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

Novus 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	$1.27M	Sell	1,702 -264	-13%	-$192K	2.66%	9
2026 Q1	$1.28M	Sell	1,966 -48	-2%	-$32.8K	2.87%	8
2025 Q4	$1.38M	Sell	2,014 -6	-0.3%	-$4.07K	3.08%	7
2025 Q3	$1.35M	Sell	2,020 -216	-10%	-$139K	3.1%	8
2025 Q2	$1.39M	Sell	2,236 -2,702	-55%	-$1.55M	2.12%	12
2025 Q1	$2.77M	Sell	4,938 -707	-13%	-$417K	2.8%	9
2024 Q4	$3.32M	Buy	+5,645	New	+$3.34M	3.31%	4

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

Novus Advisors's IVV Position: Q2 2026 in Review

Novus Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $192K and leaving 1,702 shares worth $1.27M. The position accounts for 2.66% of the portfolio, ranked #9.

Novus Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.32M in Q4 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Novus Advisors held 1,702 shares of iShares Core S&P 500 ETF worth $1.27M as of Q2 2026.
Novus Advisors sold 264 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $192K.
iShares Core S&P 500 ETF made up 2.66% of Novus Advisors's portfolio in Q2 2026, its #9 holding.
Novus Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's iShares Core S&P 500 ETF position peaked at $3.32M in Q4 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.