QHA
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Quarry Hill Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarry Hill 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 		$206K Sell
275
-15
-5% -$10.9K 0.08% 51
2026
Q1 		$207K Sell
290
-18
-6% -$12.3K 0.09% 50
2025
Q4 		$211K Hold
308
– – 0.1% 48
2025
Q3 		$206K Buy
+308
New +$198K 0.11% 47

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Quarry Hill Advisors's IVV Position: Q2 2026 in Review

Quarry Hill Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q2 2026, selling an estimated $10.9K and leaving 275 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #51.

Quarry Hill Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Quarry Hill Advisors held 275 shares of iShares Core S&P 500 ETF worth $206K as of Q2 2026.
  • Quarry Hill Advisors sold 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Core S&P 500 ETF made up 0.08% of Quarry Hill Advisors's portfolio in Q2 2026, its #51 holding.
  • Quarry Hill Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • Quarry Hill Advisors's iShares Core S&P 500 ETF position peaked at $211K in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quarry Hill Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.