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Regent Peak Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Regent Peak Wealth 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 		$2.44M Sell
3,254
-155
-5% -$113K 0.45% 31
2026
Q1 		$2.23M Buy
3,409
+258
+8% +$176K 0.45% 31
2025
Q4 		$2.16M Sell
3,151
-182
-5% -$124K 0.43% 31
2025
Q3 		$2.23M Buy
+3,333
New +$2.15M 0.45% 29
2025
Q1 		$1.86M Buy
3,314
+9
+0.3% +$5.32K 0.44% 29
2024
Q4 		$1.95M Buy
3,305
+9
+0.3% +$5.33K 0.44% 30
2024
Q3 		$1.9M Buy
3,296
+13
+0.4% +$7.23K 0.44% 47
2024
Q2 		$1.8M Sell
3,283
-361
-10% -$190K 0.41% 53
2024
Q1 		$1.92M Buy
3,644
+214
+6% +$107K 0.49% 48
2023
Q4 		$1.64M Buy
3,430
+25
+0.7% +$11.2K 0.44% 46
2023
Q3 		$1.46M Hold
3,405
– – 0.45% 48
2023
Q2 		$1.52M Sell
3,405
-1,146
-25% -$483K 0.44% 50
2023
Q1 		$1.87M Buy
4,551
+39
+0.9% +$15.6K 0.58% 45
2022
Q4 		$1.73M Sell
4,512
-331
-7% -$128K 0.57% 44
2022
Q3 		$1.74M Buy
4,843
+372
+8% +$149K 0.61% 40
2022
Q2 		$1.7M Buy
4,471
+368
+9% +$151K 0.55% 43
2022
Q1 		$1.86M Buy
4,103
+13
+0.3% +$5.81K 0.53% 45
2021
Q4 		$1.95M Sell
4,090
-343
-8% -$158K 0.53% 42
2021
Q3 		$1.91M Hold
4,433
– – 0.55% 42
2021
Q2 		$1.95M Buy
4,433
+1,380
+45% +$578K 0.55% 41
2021
Q1 		$1.21M Hold
3,053
– – 0.4% 51
2020
Q4 		$1.15M Buy
3,053
+135
+5% +$48.1K 0.38% 51
2020
Q3 		$981K Buy
2,918
+43
+1% +$14.3K 0.42% 51
2020
Q2 		$890K Sell
2,875
-12
-0.4% -$3.52K 0.4% 52
2020
Q1 		$746K Buy
2,887
+40
+1% +$12.3K 0.42% 51
2019
Q4 		$920K Buy
+2,847
New +$881K 0.42% 48

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Regent Peak Wealth Advisors's IVV Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, selling an estimated $113K and leaving 3,254 shares worth $2.44M. The position accounts for 0.45% of the portfolio, ranked #31.

Regent Peak Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,254 shares of iShares Core S&P 500 ETF worth $2.44M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 155 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $113K.
  • iShares Core S&P 500 ETF made up 0.45% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.