PPS&V Asset Management Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

PPS&V Asset Management Consultants’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	$50M	Sell	66,711 -1,965	-3%	-$1.43M	26.96%	1
2026 Q1	$44.9M	Sell	68,676 -1,026	-1%	-$701K	27.39%	1
2025 Q4	$47.7M	Sell	69,702 -974	-1%	-$661K	27.71%	1
2025 Q3	$47.3M	Buy	70,676 +639	+0.9%	+$412K	27.31%	1
2025 Q2	$43.5M	Buy	70,037 +2,970	+4%	+$1.71M	27.42%	1
2025 Q1	$37.7M	Sell	67,067 -16	-0%	-$9.45K	27.35%	1
2024 Q4	$39.5M	Sell	67,083 -959	-1%	-$568K	26.68%	1
2024 Q3	$39.2M	Sell	68,042 -1,379	-2%	-$767K	26.92%	1
2024 Q2	$38M	Sell	69,421 -913	-1%	-$480K	27.21%	1
2024 Q1	$37M	Sell	70,334 -1,482	-2%	-$742K	27.24%	1
2023 Q4	$34.3M	Sell	71,816 -635	-0.9%	-$284K	26.25%	1
2023 Q3	$31.1M	Sell	72,451 -2,434	-3%	-$1.09M	26.82%	1
2023 Q2	$33.4M	Sell	74,885 -3,775	-5%	-$1.59M	27.03%	1
2023 Q1	$32.3M	Buy	78,660 +1,447	+2%	+$580K	27.79%	1
2022 Q4	$29.7M	Buy	+77,213	New	+$29.8M	28.25%	1

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

PPS&V Asset Management Consultants's IVV Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q2 2026, selling an estimated $1.43M and leaving 66,711 shares worth $50M. The position accounts for 26.96% of the portfolio, ranked #1.

PPS&V Asset Management Consultants first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,387 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

PPS&V Asset Management Consultants held 66,711 shares of iShares Core S&P 500 ETF worth $50M as of Q2 2026.
PPS&V Asset Management Consultants sold 1,965 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.43M.
iShares Core S&P 500 ETF made up 26.96% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #1 holding.
PPS&V Asset Management Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,387 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.