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Resonant Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Resonant Capital 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 		$177M Sell
235,812
-6,270
-3% -$4.57M 8.44% 1
2026
Q1 		$158M Buy
242,082
+33,296
+16% +$22.7M 8.31% 1
2025
Q4 		$143M Buy
208,786
+5,816
+3% +$3.95M 7.86% 1
2025
Q3 		$136M Buy
202,970
+44,832
+28% +$28.9M 7.92% 1
2025
Q2 		$98.2M Buy
158,138
+8,898
+6% +$5.11M 6.27% 1
2025
Q1 		$83.9M Buy
149,240
+5,940
+4% +$3.51M 5.85% 1
2024
Q4 		$84.4M Buy
143,300
+2,695
+2% +$1.6M 6.16% 1
2024
Q3 		$81.1M Buy
140,605
+5,830
+4% +$3.24M 5.96% 1
2024
Q2 		$73.8M Buy
134,775
+7,067
+6% +$3.72M 5.99% 1
2024
Q1 		$67.1M Buy
127,708
+3,794
+3% +$1.9M 5.74% 1
2023
Q4 		$59.2M Buy
123,914
+4,624
+4% +$2.07M 5.72% 1
2023
Q3 		$51.5M Buy
119,290
+2,702
+2% +$1.21M 5.49% 2
2023
Q2 		$52M Buy
116,588
+1,895
+2% +$799K 5.65% 1
2023
Q1 		$47.1M Buy
114,693
+8,677
+8% +$3.48M 5.35% 1
2022
Q4 		$40.7M Buy
106,016
+2,549
+2% +$984K 5.08% 1
2022
Q3 		$37.1M Buy
103,467
+5,276
+5% +$2.11M 5.64% 1
2022
Q2 		$37.2M Sell
98,191
-4,597
-4% -$1.89M 5.81% 1
2022
Q1 		$46.7M Sell
102,788
-3,385
-3% -$1.51M 6.93% 1
2021
Q4 		$50.6M Buy
106,173
+4,722
+5% +$2.18M 7.62% 1
2021
Q3 		$43.7M Buy
101,451
+2,762
+3% +$1.22M 7.61% 1
2021
Q2 		$42.4M Buy
98,689
+6,726
+7% +$2.82M 8.2% 1
2021
Q1 		$36.6M Buy
91,963
+7,697
+9% +$2.98M 7.52% 1
2020
Q4 		$31.6M Buy
84,266
+6,862
+9% +$2.44M 7.49% 1
2020
Q3 		$26M Buy
77,404
+4,889
+7% +$1.63M 7.41% 1
2020
Q2 		$22.5M Buy
72,515
+32,185
+80% +$9.45M 6.52% 1
2020
Q1 		$10.4M Buy
40,330
+6,513
+19% +$2M 3.8% 1
2019
Q4 		$10.9M Buy
+33,817
New +$10.5M 3.45% 2

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

Resonant Capital Advisors's IVV Position: Q2 2026 in Review

Resonant Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, selling an estimated $4.57M and leaving 235,812 shares worth $177M. The position accounts for 8.44% of the portfolio, ranked #1.

Resonant Capital Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Resonant Capital Advisors held 235,812 shares of iShares Core S&P 500 ETF worth $177M as of Q2 2026.
  • Resonant Capital Advisors sold 6,270 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.57M.
  • iShares Core S&P 500 ETF made up 8.44% of Resonant Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Resonant Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.