Proffitt & Goodson’s iShares Core S&P 500 ETF IVV Stock Holding History

Proffitt & Goodson’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	$319K	Hold	426	–	–	0.04%	113
2026 Q1	$278K	Buy	426 +351	+468%	+$240K	0.04%	111
2025 Q4	$51.4K	Sell	75 -50	-40%	-$34K	0.01%	172
2025 Q3	$83.7K	Sell	125 -10	-7%	-$6.44K	0.01%	153
2025 Q2	$83.8K	Sell	135 -8	-6%	-$4.59K	0.01%	148
2025 Q1	$80.4K	Buy	143 +40	+39%	+$23.6K	0.01%	148
2024 Q4	$60.6K	Hold	103	–	–	0.01%	156
2024 Q3	$59.4K	Hold	103	–	–	0.01%	163
2024 Q2	$56.4K	Buy	103 +18	+21%	+$9.46K	0.01%	160
2024 Q1	$44.7K	Sell	85 -16	-16%	-$8.01K	0.01%	164
2023 Q4	$48.2K	Sell	101 -4	-4%	-$1.79K	0.01%	153
2023 Q3	$45.1K	Hold	105	–	–	0.01%	157
2023 Q2	$46.8K	Hold	105	–	–	0.01%	156
2023 Q1	$43.2K	Sell	105 -73	-41%	-$29.3K	0.01%	159
2022 Q4	$68.4K	Hold	178	–	–	0.01%	149
2022 Q3	$64K	Hold	178	–	–	0.01%	155
2022 Q2	$67K	Hold	178	–	–	0.01%	158
2022 Q1	$81K	Hold	178	–	–	0.01%	159
2021 Q4	$85K	Hold	178	–	–	0.01%	139
2021 Q3	$77K	Hold	178	–	–	0.01%	144
2021 Q2	$77K	Hold	178	–	–	0.01%	143
2021 Q1	$71K	Hold	178	–	–	0.01%	141
2020 Q4	$67K	Sell	178 -102	-36%	-$36.3K	0.01%	142
2020 Q3	$94K	Sell	280 -7	-2%	-$2.33K	0.02%	118
2020 Q2	$89K	Hold	287	–	–	0.02%	117
2020 Q1	$74K	Hold	287	–	–	0.02%	103
2019 Q4	$93K	Buy	287 +70	+32%	+$21.7K	0.02%	111
2019 Q3	$65K	Buy	217 +95	+78%	+$28.2K	0.02%	124
2019 Q2	$36K	Hold	122	–	–	0.01%	130
2019 Q1	$35K	Buy	+122	New	+$33.4K	0.01%	126

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

Proffitt & Goodson's IVV Position: Q2 2026 in Review

Proffitt & Goodson held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 426 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #113.

Proffitt & Goodson first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 2,041 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Proffitt & Goodson held 426 shares of iShares Core S&P 500 ETF worth $319K as of Q2 2026.
Proffitt & Goodson left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.04% of Proffitt & Goodson's portfolio in Q2 2026, its #113 holding.
Proffitt & Goodson first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
2,041 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.