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

Professional 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 		$284K Buy
380
+1
+0.3% +$728 0.05% 118
2026
Q1 		$248K Buy
379
+21
+6% +$14.3K 0.05% 129
2025
Q4 		$245K Hold
358
– – 0.05% 119
2025
Q3 		$240K Hold
358
– – 0.05% 116
2025
Q2 		$222K Hold
358
– – 0.05% 112
2025
Q1 		$201K Sell
358
-30
-8% -$17.7K 0.05% 108
2024
Q4 		$229K Buy
388
+7
+2% +$4.14K 0.06% 101
2024
Q3 		$220K Buy
+381
New +$212K 0.06% 102
2024
Q1 		– Sell
-523
Closed -$250K – 105
2023
Q4 		$250K Hold
523
– – 0.08% 82
2023
Q3 		$224K Buy
+523
New +$234K 0.1% 85
2023
Q2 		– Sell
-597
Closed -$271K – 80
2023
Q1 		$271K Buy
+597
New +$239K 0.16% 55
2022
Q4 		– Sell
-443
Closed -$159K – 267
2022
Q3 		$159K Buy
443
+49
+12% +$19.6K 0.1% 80
2022
Q2 		$149K Sell
394
-203
-34% -$83.5K 0.08% 86
2022
Q1 		$271K Buy
597
+143
+31% +$64K 0.12% 70
2021
Q4 		$216K Buy
454
+163
+56% +$75.1K 0.09% 101
2021
Q3 		$126K Buy
291
+5
+2% +$2.22K 0.07% 102
2021
Q2 		$123K Buy
286
+185
+183% +$77.5K 0.07% 113
2021
Q1 		$40K Sell
101
-15
-13% -$5.81K 0.02% 143
2020
Q4 		$44K Sell
116
-9
-7% -$3.2K 0.03% 132
2020
Q3 		$41K Buy
+125
New +$41.6K 0.04% 126
2020
Q1 		– Sell
-2,085
Closed -$674K – 60
2019
Q4 		$674K Buy
+2,085
New +$645K 0.64% 41

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Professional Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q2 2026, buying an estimated $728 and bringing the position to 380 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #118.

Professional Financial Advisors first reported a position in IVV in Q4 2019 and has held it in 21 quarters since. The position peaked at $674K in Q4 2019. 1,428 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Professional Financial Advisors held 380 shares of iShares Core S&P 500 ETF worth $284K as of Q2 2026.
  • Professional Financial Advisors bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.05% of Professional Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Professional Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
  • Professional Financial Advisors's iShares Core S&P 500 ETF position peaked at $674K in Q4 2019.
  • 1,428 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.