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

Petra Financial 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	$583K	Buy	779 +295	+61%	+$215K	0.27%	88
2026 Q1	$316K	Sell	484 -293	-38%	-$200K	0.2%	97
2025 Q4	$532K	Sell	777 -35	-4%	-$23.8K	0.31%	84
2025 Q3	$544K	Buy	812 +24	+3%	+$15.5K	0.32%	85
2025 Q2	$489K	Buy	788 +17	+2%	+$9.76K	0.31%	87
2025 Q1	$433K	Sell	771 -11	-1%	-$6.5K	0.36%	63
2024 Q4	$460K	Hold	782	–	–	0.31%	87
2024 Q3	$451K	Buy	782 +15	+2%	+$8.34K	0.3%	89
2024 Q2	$420K	Buy	767 +41	+6%	+$21.6K	0.3%	84
2024 Q1	$369K	Buy	726 +256	+54%	+$128K	0.27%	89
2023 Q4	$224K	Hold	470	–	–	0.19%	104
2023 Q3	$202K	Hold	470	–	–	0.17%	119
2023 Q2	$209K	Buy	+470	New	+$198K	0.19%	101

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

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

Petra Financial Advisors's IVV Position: Q2 2026 in Review

Petra Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 61% in Q2 2026, buying an estimated $215K and bringing the position to 779 shares worth $583K. The position accounts for 0.27% of the portfolio, ranked #88.

Petra Financial Advisors first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Petra Financial Advisors held 779 shares of iShares Core S&P 500 ETF worth $583K as of Q2 2026.
Petra Financial Advisors bought 295 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $215K.
iShares Core S&P 500 ETF made up 0.27% of Petra Financial Advisors's portfolio in Q2 2026, its #88 holding.
Petra Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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