Seamount Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Seamount Financial Group’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	$296K	Buy	396 +1	+0.3%	+$728	0.12%	117
2026 Q1	$258K	Buy	395 +1	+0.3%	+$683	0.12%	121
2025 Q4	$270K	Buy	394 +1	+0.3%	+$679	0.12%	119
2025 Q3	$263K	Buy	393 +41	+12%	+$26.4K	0.12%	115
2025 Q2	$219K	Buy	+352	New	+$202K	0.11%	123

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Seamount Financial Group's IVV Position: Q2 2026 in Review

Seamount Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q2 2026, buying an estimated $728 and bringing the position to 396 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #117.

Seamount Financial Group first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 1,532 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Seamount Financial Group held 396 shares of iShares Core S&P 500 ETF worth $296K as of Q2 2026.
Seamount Financial Group bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.12% of Seamount Financial Group's portfolio in Q2 2026, its #117 holding.
Seamount Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,532 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.