Portside Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Portside Wealth Group’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	$5.11M	Buy	6,817 +471	+7%	+$343K	0.59%	36
2026 Q1	$4.15M	Sell	6,346 -528	-8%	-$361K	0.56%	41
2025 Q4	$4.71M	Buy	6,874 +1,027	+18%	+$697K	0.63%	33
2025 Q3	$3.91M	Buy	5,847 +220	+4%	+$142K	0.54%	45
2025 Q2	$3.49M	Sell	5,627 -3,483	-38%	-$2M	0.52%	50
2025 Q1	$5.12M	Buy	9,110 +620	+7%	+$366K	0.83%	26
2024 Q4	$5M	Buy	8,490 +1,089	+15%	+$645K	0.83%	25
2024 Q3	$4.27M	Sell	7,401 -136	-2%	-$75.6K	0.73%	33
2024 Q2	$4.12M	Sell	7,537 -968	-11%	-$509K	0.79%	27
2024 Q1	$4.47M	Sell	8,505 -4,926	-37%	-$2.46M	0.83%	28
2023 Q4	$6.42M	Sell	13,431 -1,953	-13%	-$874K	1.2%	16
2023 Q3	$6.6M	Buy	15,384 +137	+0.9%	+$61.3K	1.24%	15
2023 Q2	$6.8M	Buy	+15,247	New	+$6.43M	1.26%	14

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Portside Wealth Group's IVV Position: Q2 2026 in Review

Portside Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q2 2026, buying an estimated $343K and bringing the position to 6,817 shares worth $5.11M. The position accounts for 0.59% of the portfolio, ranked #36.

Portside Wealth Group first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.8M in Q2 2023. 2,217 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Portside Wealth Group held 6,817 shares of iShares Core S&P 500 ETF worth $5.11M as of Q2 2026.
Portside Wealth Group bought 471 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $343K.
iShares Core S&P 500 ETF made up 0.59% of Portside Wealth Group's portfolio in Q2 2026, its #36 holding.
Portside Wealth Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's iShares Core S&P 500 ETF position peaked at $6.8M in Q2 2023.
2,217 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.