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

Salus 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 		$51.6M Buy
68,895
+2,901
+4% +$2.11M 25.44% 1
2026
Q1 		$43.1M Buy
65,994
+778
+1% +$531K 25.14% 1
2025
Q4 		$44.7M Buy
65,216
+1,302
+2% +$884K 26.77% 1
2025
Q3 		$42.8M Buy
63,914
+1,811
+3% +$1.17M 26.38% 1
2025
Q2 		$38.6M Buy
62,103
+983
+2% +$564K 25.91% 1
2025
Q1 		$34.3M Buy
61,120
+43,041
+238% +$25.4M 25.97% 1
2024
Q4 		$10.6M Buy
+18,079
New +$10.7M 8.33% 5

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Salus Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q2 2026, buying an estimated $2.11M and bringing the position to 68,895 shares worth $51.6M. The position accounts for 25.44% of the portfolio, ranked #1.

Salus Financial Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Salus Financial Advisors held 68,895 shares of iShares Core S&P 500 ETF worth $51.6M as of Q2 2026.
  • Salus Financial Advisors bought 2,901 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.11M.
  • iShares Core S&P 500 ETF made up 25.44% of Salus Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Salus Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Salus Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.