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

Quantum 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	$634K	Buy	846 +34	+4%	+$24.8K	0.06%	106
2026 Q1	$530K	Hold	812	–	–	0.06%	104
2025 Q4	$556K	Hold	812	–	–	0.06%	104
2025 Q3	$543K	Buy	812 +33	+4%	+$21.3K	0.07%	91
2025 Q2	$484K	Hold	779	–	–	0.07%	90
2025 Q1	$438K	Hold	779	–	–	0.07%	96
2024 Q4	$459K	Hold	779	–	–	0.07%	92
2024 Q3	$449K	Hold	779	–	–	0.07%	96
2024 Q2	$426K	Hold	779	–	–	0.07%	93
2024 Q1	$410K	Sell	779 -46	-6%	-$23K	0.08%	89
2023 Q4	$394K	Buy	825 +46	+6%	+$20.6K	0.1%	61
2023 Q3	$335K	Sell	779 -362	-32%	-$162K	0.1%	71
2023 Q2	$509K	Buy	1,141 +481	+73%	+$203K	0.15%	45
2023 Q1	$271K	Buy	+660	New	+$265K	0.09%	69

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, buying an estimated $24.8K and bringing the position to 846 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #106.

Quantum Financial Advisors first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Quantum Financial Advisors held 846 shares of iShares Core S&P 500 ETF worth $634K as of Q2 2026.
Quantum Financial Advisors bought 34 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24.8K.
iShares Core S&P 500 ETF made up 0.06% of Quantum Financial Advisors's portfolio in Q2 2026, its #106 holding.
Quantum Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.