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

Park Edge 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 		$380K Sell
507
-99
-16% -$72.1K 0.08% 121
2026
Q1 		$396K Buy
606
+39
+7% +$26.6K 0.09% 99
2025
Q4 		$388K Sell
567
-9
-2% -$6.11K 0.09% 108
2025
Q3 		$386K Sell
576
-42
-7% -$27.1K 0.09% 106
2025
Q2 		$384K Sell
618
-62
-9% -$35.6K 0.1% 101
2025
Q1 		$382K Buy
680
+76
+13% +$44.9K 0.11% 94
2024
Q4 		$356K Buy
604
+19
+3% +$11.2K 0.1% 101
2024
Q3 		$337K Hold
585
– – 0.1% 110
2024
Q2 		$320K Sell
585
-75
-11% -$39.4K 0.1% 111
2024
Q1 		$347K Sell
660
-145
-18% -$72.6K 0.1% 98
2023
Q4 		$384K Sell
805
-12
-1% -$5.37K 0.13% 82
2023
Q3 		$351K Sell
817
-75
-8% -$33.5K 0.13% 76
2023
Q2 		$398K Sell
892
-65
-7% -$27.4K 0.13% 67
2023
Q1 		$393K Hold
957
– – 0.15% 65
2022
Q4 		$368K Buy
+957
New +$369K 0.16% 64

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Park Edge Advisors's IVV Position: Q2 2026 in Review

Park Edge Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $72.1K and leaving 507 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #121.

Park Edge Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $398K in Q2 2023. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Park Edge Advisors held 507 shares of iShares Core S&P 500 ETF worth $380K as of Q2 2026.
  • Park Edge Advisors sold 99 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.1K.
  • iShares Core S&P 500 ETF made up 0.08% of Park Edge Advisors's portfolio in Q2 2026, its #121 holding.
  • Park Edge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's iShares Core S&P 500 ETF position peaked at $398K in Q2 2023.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.