SBF
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Sara-Bay Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Sara-Bay Financial’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 		$1.45M Buy
1,938
+48
+3% +$35K 0.39% 26
2026
Q1 		$1.23M Buy
1,890
+39
+2% +$26.6K 0.37% 24
2025
Q4 		$1.28M Buy
1,851
+198
+12% +$134K 0.38% 22
2025
Q3 		$1.11M Buy
1,653
+80
+5% +$51.5K 0.31% 27
2025
Q2 		$976K Sell
1,573
-494
-24% -$284K 0.35% 26
2025
Q1 		$1.15M Buy
2,067
+78
+4% +$46.1K 0.51% 24
2024
Q4 		$1.18M Buy
1,989
+13
+0.7% +$7.7K 0.44% 22
2024
Q3 		$1.14M Sell
1,976
-638
-24% -$355K 0.41% 26
2024
Q2 		$1.43M Buy
2,614
+814
+45% +$428K 0.58% 20
2024
Q1 		$945K Buy
1,800
+145
+9% +$72.6K 0.42% 28
2023
Q4 		$791K Buy
1,655
+246
+17% +$110K 0.39% 28
2023
Q3 		$605K Buy
1,409
+152
+12% +$68K 0.31% 34
2023
Q2 		$560K Buy
1,257
+24
+2% +$10.1K 0.27% 44
2023
Q1 		$507K Buy
1,233
+26
+2% +$10.4K 0.26% 43
2022
Q4 		$464K Sell
1,207
-34
-3% -$13.1K 0.26% 47
2022
Q3 		$445K Buy
1,241
+59
+5% +$23.6K 0.25% 46
2022
Q2 		$450K Buy
1,182
+16
+1% +$6.58K 0.22% 52
2022
Q1 		$529K Sell
1,166
-22
-2% -$9.84K 0.21% 51
2021
Q4 		$566K Sell
1,188
-8
-0.7% -$3.69K 0.17% 47
2021
Q3 		$515K Buy
1,196
+54
+5% +$23.9K 0.2% 46
2021
Q2 		$491K Buy
1,142
+35
+3% +$14.7K 0.19% 50
2021
Q1 		$440K Buy
1,107
+47
+4% +$18.2K 0.18% 53
2020
Q4 		$398K Buy
1,060
+17
+2% +$6.05K 0.18% 55
2020
Q3 		$351K Sell
1,043
-733
-41% -$244K 0.19% 55
2020
Q2 		$553K Buy
+1,776
New +$521K 0.32% 34

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

Sara-Bay Financial's IVV Position: Q2 2026 in Review

Sara-Bay Financial increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $35K and bringing the position to 1,938 shares worth $1.45M. The position accounts for 0.39% of the portfolio, ranked #26.

Sara-Bay Financial first reported a position in IVV in Q2 2020 and has held it in 25 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sara-Bay Financial held 1,938 shares of iShares Core S&P 500 ETF worth $1.45M as of Q2 2026.
  • Sara-Bay Financial bought 48 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35K.
  • iShares Core S&P 500 ETF made up 0.39% of Sara-Bay Financial's portfolio in Q2 2026, its #26 holding.
  • Sara-Bay Financial first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.