Optivise Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Optivise Advisory Services’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	$4.36M	Buy	5,827 +972	+20%	+$708K	2.22%	7
2026 Q1	$3.17M	Buy	4,855 +301	+7%	+$206K	1.92%	8
2025 Q4	$3.12M	Buy	4,554 +279	+7%	+$189K	1.8%	9
2025 Q3	$2.86M	Sell	4,275 -5,883	-58%	-$3.79M	1.7%	11
2025 Q2	$6.31M	Buy	10,158 +445	+5%	+$256K	3.22%	4
2025 Q1	$5.46M	Buy	9,713 +211	+2%	+$125K	3.06%	3
2024 Q4	$5.59M	Sell	9,502 -507	-5%	-$300K	3.01%	6
2024 Q3	$5.77M	Buy	10,009 +107	+1%	+$59.5K	3.04%	5
2024 Q2	$5.42M	Buy	+9,902	New	+$5.21M	2.93%	4

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Optivise Advisory Services's IVV Position: Q2 2026 in Review

Optivise Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, buying an estimated $708K and bringing the position to 5,827 shares worth $4.36M. The position accounts for 2.22% of the portfolio, ranked #7.

Optivise Advisory Services first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.31M in Q2 2025. 1,606 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Optivise Advisory Services held 5,827 shares of iShares Core S&P 500 ETF worth $4.36M as of Q2 2026.
Optivise Advisory Services bought 972 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $708K.
iShares Core S&P 500 ETF made up 2.22% of Optivise Advisory Services's portfolio in Q2 2026, its #7 holding.
Optivise Advisory Services first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares Core S&P 500 ETF position peaked at $6.31M in Q2 2025.
1,606 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.