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

Perryman Financial Advisory’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 		$351K Hold
469
– – 0.05% 161
2026
Q1 		$306K Buy
469
+1
+0.2% +$683 0.05% 149
2025
Q4 		$320K Buy
+468
New +$318K 0.05% 144

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Perryman Financial Advisory's IVV Position: Q2 2026 in Review

Perryman Financial Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 469 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #161.

Perryman Financial Advisory first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Perryman Financial Advisory held 469 shares of iShares Core S&P 500 ETF worth $351K as of Q2 2026.
  • Perryman Financial Advisory left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.05% of Perryman Financial Advisory's portfolio in Q2 2026, its #161 holding.
  • Perryman Financial Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.