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

SC&H 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 		$11.5M Sell
15,422
-727
-5% -$529K 1.53% 14
2026
Q1 		$10.5M Sell
16,149
-196
-1% -$134K 1.59% 13
2025
Q4 		$11.2M Sell
16,345
-924
-5% -$627K 1.73% 13
2025
Q3 		$11.6M Sell
17,269
-1,702
-9% -$1.1M 1.88% 13
2025
Q2 		$11.8M Buy
18,971
+422
+2% +$242K 2.01% 13
2025
Q1 		$10.4M Sell
18,549
-187
-1% -$110K 2.05% 13
2024
Q4 		$11M Sell
18,736
-83
-0.4% -$49.1K 2.28% 11
2024
Q3 		$10.9M Sell
18,819
-183
-1% -$102K 2.37% 10
2024
Q2 		$10.4M Buy
19,002
+107
+0.6% +$56.3K 2.55% 10
2024
Q1 		$9.93M Sell
18,895
-592
-3% -$296K 2.59% 10
2023
Q4 		$9.31M Sell
19,487
-50
-0.3% -$22.4K 2.68% 10
2023
Q3 		$8.39M Sell
19,537
-323
-2% -$144K 2.79% 10
2023
Q2 		$8.85M Buy
19,860
+1,246
+7% +$525K 2.93% 10
2023
Q1 		$7.65M Buy
18,614
+811
+5% +$325K 2.79% 11
2022
Q4 		$6.84M Hold
17,803
– – 2.83% 11
2022
Q3 		$6.38M Sell
17,803
-734
-4% -$293K 3.19% 8
2022
Q2 		$7.03M Buy
18,537
+1,424
+8% +$586K 3.28% 7
2022
Q1 		$7.76M Sell
17,113
-590
-3% -$264K 3.69% 5
2021
Q4 		$8.44M Buy
+17,703
New +$8.16M 4.66% 3

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

SC&H Financial Advisors's IVV Position: Q2 2026 in Review

SC&H Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, selling an estimated $529K and leaving 15,422 shares worth $11.5M. The position accounts for 1.53% of the portfolio, ranked #14.

SC&H Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q2 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SC&H Financial Advisors held 15,422 shares of iShares Core S&P 500 ETF worth $11.5M as of Q2 2026.
  • SC&H Financial Advisors sold 727 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $529K.
  • iShares Core S&P 500 ETF made up 1.53% of SC&H Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • SC&H Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's iShares Core S&P 500 ETF position peaked at $11.8M in Q2 2025.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.