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Sax Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sax Wealth 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 		$23.5M Buy
35,996
+6,384
+22% +$4.65M 0.96% 20
2026
Q1 		$20.3M Hold
29,612
– – 0.98% 18
2025
Q4 		$20.3M Buy
29,612
+726
+3% +$493K 0.95% 19
2025
Q3 		$19.3M Sell
28,886
-661
-2% -$426K 1.04% 20
2025
Q2 		$18.3M Buy
29,547
+6,627
+29% +$3.81M 1.11% 18
2025
Q1 		$12.9M Buy
22,920
+5,763
+34% +$3.4M 0.92% 21
2024
Q4 		$10.1M Sell
17,157
-251
-1% -$149K 0.79% 23
2024
Q3 		$10M Buy
17,408
+1,951
+13% +$1.08M 0.9% 22
2024
Q2 		$8.46M Sell
15,457
-316
-2% -$166K 0.81% 23
2024
Q1 		$8.29M Buy
15,773
+725
+5% +$363K 0.97% 20
2023
Q4 		$7.19M Sell
15,048
-185
-1% -$82.8K 1.17% 22
2023
Q3 		$6.54M Buy
15,233
+1,290
+9% +$577K 1.29% 19
2023
Q2 		$6.21M Sell
13,943
-774
-5% -$326K 1.24% 22
2023
Q1 		$6.05M Buy
14,717
+1,396
+10% +$560K 1.31% 21
2022
Q4 		$5.12M Sell
13,321
-290
-2% -$112K 1.18% 21
2022
Q3 		$4.88M Sell
13,611
-223
-2% -$89K 1.26% 18
2022
Q2 		$5.25M Buy
13,834
+1,163
+9% +$478K 1.33% 16
2022
Q1 		$5.75M Buy
12,671
+532
+4% +$238K 1.39% 17
2021
Q4 		$5.79M Buy
12,139
+16
+0.1% +$7.37K 1.21% 18
2021
Q3 		$5.22M Sell
12,123
-359
-3% -$159K 1.24% 17
2021
Q2 		$5.37M Sell
12,482
-5,065
-29% -$2.12M 1.84% 12
2021
Q1 		$6.98M Buy
17,547
+4,656
+36% +$1.8M 2.55% 8
2020
Q4 		$4.84M Buy
+12,891
New +$4.59M 2.22% 9

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Sax Wealth Advisors's IVV Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, buying an estimated $4.65M and bringing the position to 35,996 shares worth $23.5M. The position accounts for 0.96% of the portfolio, ranked #20.

Sax Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 958 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sax Wealth Advisors held 35,996 shares of iShares Core S&P 500 ETF worth $23.5M as of Q2 2026.
  • Sax Wealth Advisors bought 6,384 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.65M.
  • iShares Core S&P 500 ETF made up 0.96% of Sax Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Sax Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 958 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.