Penney Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Penney Financial’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	$1.03M	Hold	1,374	–	–	0.36%	25
2026 Q1	$898K	Hold	1,374	–	–	0.34%	25
2025 Q4	$941K	Hold	1,374	–	–	0.36%	24
2025 Q3	$920K	Sell	1,374 -480	-26%	-$309K	0.41%	24
2025 Q2	$1.15M	Hold	1,854	–	–	0.59%	20
2025 Q1	$1.04M	Hold	1,854	–	–	0.68%	14
2024 Q4	$1.09M	Hold	1,854	–	–	0.73%	14
2024 Q3	$1.07M	Buy	1,854 +15	+0.8%	+$8.34K	0.73%	14
2024 Q2	$1.01M	Buy	1,839 +255	+16%	+$134K	0.74%	14
2024 Q1	$833K	Sell	1,584 -20	-1%	-$10K	0.62%	16
2023 Q4	$766K	Buy	+1,604	New	+$718K	0.63%	18

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

Penney Financial's IVV Position: Q2 2026 in Review

Penney Financial held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,374 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #25.

Penney Financial first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Penney Financial held 1,374 shares of iShares Core S&P 500 ETF worth $1.03M as of Q2 2026.
Penney Financial left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.36% of Penney Financial's portfolio in Q2 2026, its #25 holding.
Penney Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Penney Financial's iShares Core S&P 500 ETF position peaked at $1.15M in Q2 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.