Petros Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Petros Family Wealth’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	$2.52M	Buy	3,367 +193	+6%	+$141K	1.54%	17
2026 Q1	$2.07M	Sell	3,174 -614	-16%	-$419K	1.48%	15
2025 Q4	$2.59M	Buy	+3,788	New	+$2.57M	1.73%	15
2025 Q1	–	Sell	-433	Closed	-$255K	–	133
2024 Q4	$255K	Buy	+433	New	+$256K	0.27%	102

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

Petros Family Wealth's IVV Position: Q2 2026 in Review

Petros Family Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q2 2026, buying an estimated $141K and bringing the position to 3,367 shares worth $2.52M. The position accounts for 1.54% of the portfolio, ranked #17.

Petros Family Wealth first reported a position in IVV in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.59M in Q4 2025. 1,654 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Petros Family Wealth held 3,367 shares of iShares Core S&P 500 ETF worth $2.52M as of Q2 2026.
Petros Family Wealth bought 193 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $141K.
iShares Core S&P 500 ETF made up 1.54% of Petros Family Wealth's portfolio in Q2 2026, its #17 holding.
Petros Family Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
Petros Family Wealth's iShares Core S&P 500 ETF position peaked at $2.59M in Q4 2025.
1,654 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.