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Saxony Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Saxony Capital Management’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 		$206K Buy
+276
New +$201K 0.09% 173
2024
Q1 		– Sell
-2,062
Closed -$985K – 124
2023
Q4 		$985K Buy
+2,062
New +$923K 1.31% 23

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Saxony Capital Management's IVV Position: Q2 2026 in Review

Saxony Capital Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 276 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #173 among its holdings. This is a return to the name: Saxony Capital Management previously reported a position in IVV as recently as Q4 2023.

Saxony Capital Management first reported a position in IVV in Q4 2023 and has held it in 2 quarters since. The position peaked at $985K in Q4 2023. 1,260 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Saxony Capital Management held 276 shares of iShares Core S&P 500 ETF worth $206K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Saxony Capital Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.09% of Saxony Capital Management's portfolio in Q2 2026, its #173 holding.
  • Saxony Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 2 quarters since.
  • Saxony Capital Management's iShares Core S&P 500 ETF position peaked at $985K in Q4 2023.
  • 1,260 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.