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

Register 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 		$1.5M Buy
1,999
+8
+0.4% +$5.83K 0.46% 65
2026
Q1 		$1.3M Buy
1,991
+71
+4% +$48.5K 0.48% 65
2025
Q4 		$1.32M Buy
1,920
+35
+2% +$23.8K 0.51% 60
2025
Q3 		$1.26M Buy
1,885
+36
+2% +$23.2K 0.5% 59
2025
Q2 		$1.15M Buy
1,849
+5
+0.3% +$2.87K 0.5% 60
2025
Q1 		$1.04M Buy
1,844
+567
+44% +$335K 0.54% 51
2024
Q4 		$752K Buy
1,277
+44
+4% +$26K 0.38% 73
2024
Q3 		$711K Buy
1,233
+9
+0.7% +$5K 0.36% 74
2024
Q2 		$670K Sell
1,224
-4
-0.3% -$2.1K 0.34% 77
2024
Q1 		$646K Buy
1,228
+171
+16% +$85.6K 0.34% 78
2023
Q4 		$505K Sell
1,057
-257
-20% -$115K 0.34% 81
2023
Q3 		$564K Buy
1,314
+143
+12% +$64K 0.41% 68
2023
Q2 		$522K Buy
1,171
+8
+0.7% +$3.37K 0.37% 71
2023
Q1 		$477K Sell
1,163
-10
-0.9% -$4.01K 0.38% 73
2022
Q4 		$451K Buy
+1,173
New +$453K 0.29% 86

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

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

Register Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.4% in Q2 2026, buying an estimated $5.83K and bringing the position to 1,999 shares worth $1.5M. The position accounts for 0.46% of the portfolio, ranked #65.

Register Financial Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Register Financial Advisors held 1,999 shares of iShares Core S&P 500 ETF worth $1.5M as of Q2 2026.
  • Register Financial Advisors bought 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
  • iShares Core S&P 500 ETF made up 0.46% of Register Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Register Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.