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Sawyer & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Sawyer & Company’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 		$27K Buy
36
+4
+13% +$2.91K 0.01% 137
2026
Q1 		$20.9K Hold
32
– – 0.01% 136
2025
Q4 		$21.9K Hold
32
– – 0.01% 142
2025
Q3 		$20K Sell
32
-4
-11% -$2.58K 0.01% 140
2025
Q2 		$27K Buy
36
+4
+13% +$2.3K 0.01% 138
2025
Q1 		$18K Hold
32
– – 0.01% 143
2024
Q4 		$19K Hold
32
– – 0.01% 145
2024
Q3 		$18K Buy
+32
New +$17.8K 0.01% 152

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
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

Sawyer & Company's IVV Position: Q2 2026 in Review

Sawyer & Company increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $2.91K and bringing the position to 36 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #137.

Sawyer & Company first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 1,877 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sawyer & Company held 36 shares of iShares Core S&P 500 ETF worth $27K as of Q2 2026.
  • Sawyer & Company bought 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.01% of Sawyer & Company's portfolio in Q2 2026, its #137 holding.
  • Sawyer & Company first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,877 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.