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Scott Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Scott Capital 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 		$2.59M Buy
3,460
+7
+0.2% +$5.1K 0.41% 25
2026
Q1 		$2.36M Buy
3,453
+214
+7% +$146K 0.48% 22
2025
Q4 		$2.22M Buy
3,239
+10
+0.3% +$6.79K 0.49% 21
2025
Q3 		$2.18M Buy
3,229
+8
+0.2% +$5.15K 0.49% 20
2025
Q2 		$2.02M Buy
3,221
+68
+2% +$39K 0.55% 18
2025
Q1 		$1.77M Buy
3,153
+98
+3% +$57.9K 0.53% 17
2024
Q4 		$1.78M Buy
3,055
+9
+0.3% +$5.33K 0.51% 19
2024
Q3 		$1.76M Buy
3,046
+11
+0.4% +$6.12K 0.5% 18
2024
Q2 		$1.7M Buy
3,035
+8
+0.3% +$4.21K 0.5% 20
2024
Q1 		$1.58M Buy
3,027
+8
+0.3% +$4K 0.48% 19
2023
Q4 		$1.44M Buy
3,019
+59
+2% +$26.4K 0.48% 19
2023
Q3 		$1.3M Buy
2,960
+12
+0.4% +$5.37K 0.52% 19
2023
Q2 		$1.31M Buy
2,948
+8
+0.3% +$3.37K 0.57% 18
2023
Q1 		$1.21M Buy
2,940
+13
+0.4% +$5.21K 0.58% 18
2022
Q4 		$1.12M Buy
2,927
+195
+7% +$75.3K 0.64% 17
2022
Q3 		$980K Buy
2,732
+348
+15% +$139K 0.67% 16
2022
Q2 		$904K Buy
2,384
+218
+10% +$89.7K 0.61% 17
2022
Q1 		$983K Buy
+2,166
New +$969K 0.58% 18

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

Scott Capital Advisors's IVV Position: Q2 2026 in Review

Scott Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q2 2026, buying an estimated $5.1K and bringing the position to 3,460 shares worth $2.59M. The position accounts for 0.41% of the portfolio, ranked #25.

Scott Capital Advisors first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Scott Capital Advisors held 3,460 shares of iShares Core S&P 500 ETF worth $2.59M as of Q2 2026.
  • Scott Capital Advisors bought 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
  • iShares Core S&P 500 ETF made up 0.41% of Scott Capital Advisors's portfolio in Q2 2026, its #25 holding.
  • Scott Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.