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Roger Wittlin Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Roger Wittlin Investment Advisory’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 		$20.6M Sell
27,557
-357
-1% -$260K 16.21% 2
2026
Q1 		$18.2M Sell
27,914
-642
-2% -$438K 14.91% 2
2025
Q4 		$19.6M Sell
28,556
-9,112
-24% -$6.19M 13.68% 2
2025
Q3 		$25.2M Sell
37,668
-3,474
-8% -$2.24M 14.02% 2
2025
Q2 		$25.5M Sell
41,142
-1,557
-4% -$894K 14.24% 2
2025
Q1 		$24M Sell
42,699
-1,558
-4% -$920K 14.04% 2
2024
Q4 		$26.1M Buy
44,257
+2,503
+6% +$1.48M 14.59% 2
2024
Q3 		$24.1M Buy
41,754
+1,563
+4% +$869K 13.86% 2
2024
Q2 		$22M Buy
40,191
+7,831
+24% +$4.12M 14.12% 2
2024
Q1 		$17M Buy
32,360
+11,129
+52% +$5.57M 11.93% 2
2023
Q4 		$10.1M Buy
21,231
+218
+1% +$97.6K 7.49% 3
2023
Q3 		$9.02M Buy
21,013
+754
+4% +$337K 7.66% 3
2023
Q2 		$9.03M Buy
20,259
+2,727
+16% +$1.15M 7.32% 3
2023
Q1 		$7.21M Buy
17,532
+71
+0.4% +$28.5K 6.44% 5
2022
Q4 		$6.71M Buy
+17,461
New +$6.74M 6.7% 4
2022
Q3 		– Sell
-17,379
Closed -$6.59M – 20
2022
Q2 		$6.59M Buy
17,379
+29
+0.2% +$11.9K 6.5% 6
2022
Q1 		$7.87M Sell
17,350
-5,282
-23% -$2.36M 7.25% 4
2021
Q4 		$10.8M Buy
+22,632
New +$10.4M 8.48% 4

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
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
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

Roger Wittlin Investment Advisory's IVV Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $260K and leaving 27,557 shares worth $20.6M. The position accounts for 16.21% of the portfolio, ranked #2.

Roger Wittlin Investment Advisory first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.1M in Q4 2024. 1,379 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Roger Wittlin Investment Advisory held 27,557 shares of iShares Core S&P 500 ETF worth $20.6M as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 357 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $260K.
  • iShares Core S&P 500 ETF made up 16.21% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #2 holding.
  • Roger Wittlin Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Roger Wittlin Investment Advisory's iShares Core S&P 500 ETF position peaked at $26.1M in Q4 2024.
  • 1,379 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.