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

Quattro 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 		– Sell
-1,634
Closed -$1.07M – 97
2026
Q1 		$1.07M Buy
1,634
+588
+56% +$402K 0.32% 59
2025
Q4 		$716K Hold
1,046
– – 0.21% 61
2025
Q3 		$700K Buy
1,046
+136
+15% +$87.6K 0.22% 59
2025
Q2 		$565K Buy
910
+487
+115% +$280K 0.2% 56
2025
Q1 		$238K Buy
423
+55
+15% +$32.5K 0.08% 75
2024
Q4 		$224K Sell
368
-130
-26% -$76.9K 0.06% 78
2024
Q3 		$292K Hold
498
– – 0.08% 67
2024
Q2 		$273K Hold
498
– – 0.07% 66
2024
Q1 		$262K Buy
+498
New +$249K 0.07% 68
2019
Q1 		– Sell
-275
Closed -$72.4K – 45
2018
Q4 		$72.4K Sell
275
-1
-0.4% -$272 0.03% 72
2018
Q3 		$79.9K Hold
276
– – 0.03% 61
2018
Q2 		$75.9K Sell
276
-377
-58% -$103K 0.04% 50
2018
Q1 		$174K Sell
653
-1,756
-73% -$483K 0.07% 48
2017
Q4 		$665K Sell
2,409
-2,245
-48% -$588K 0.18% 36
2017
Q3 		$1.19M Sell
4,654
-26,362
-85% -$6.55M 0.35% 43
2017
Q2 		$7.57M Buy
31,016
+9,519
+44% +$2.3M 3.08% 14
2017
Q1 		$5.09M Buy
+21,497
New +$5.03M 2.56% 15

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Quattro Financial Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 1,634 shares — an estimated $1.07M sold.

Quattro Financial Advisors first reported a position in IVV in Q1 2017 and held it in 17 quarters. The position peaked at $7.57M in Q2 2017. 1,106 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Quattro Financial Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Quattro Financial Advisors sold 1,634 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.07M.
  • Quattro Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2017 and held it in 17 quarters.
  • Quattro Financial Advisors's iShares Core S&P 500 ETF position peaked at $7.57M in Q2 2017.
  • 1,106 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.