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

Quantum Financial Partners’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	$1.47M	Buy	+1,962	New	+$1.43M	0.75%	35

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

Park Avenue Securities New York $16B AUM 26.77% 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

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Quantum Financial Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 1,962 shares worth $1.47M. The stake represents 0.75% of the portfolio and ranks #35 among its holdings.

1,156 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Quantum Financial Partners held 1,962 shares of iShares Core S&P 500 ETF worth $1.47M as of Q2 2026.
iShares Core S&P 500 ETF was a new Quantum Financial Partners position in Q2 2026.
iShares Core S&P 500 ETF made up 0.75% of Quantum Financial Partners's portfolio in Q2 2026, its #35 holding.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.