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Secure Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Secure Asset 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 		$18.4M Buy
24,557
+1,570
+7% +$1.14M 2.58% 5
2026
Q1 		$15M Buy
22,987
+1,499
+7% +$1.02M 2.38% 6
2025
Q4 		$14.7M Buy
21,488
+255
+1% +$173K 2.3% 6
2025
Q3 		$14.3M Buy
21,233
+3,735
+21% +$2.41M 2.35% 6
2025
Q2 		$10.9M Buy
17,498
+5,029
+40% +$2.89M 2% 6
2025
Q1 		$7.01M Sell
12,469
-15,390
-55% -$9.09M 1.4% 14
2024
Q4 		$16.4M Buy
27,859
+2,353
+9% +$1.39M 2.49% 5
2024
Q3 		$14.7M Buy
25,506
+871
+4% +$484K 2.48% 5
2024
Q2 		$13.5M Sell
24,635
-1,621
-6% -$852K 2.55% 5
2024
Q1 		$13.8M Buy
26,256
+190
+0.7% +$95.1K 3.25% 4
2023
Q4 		$12.4M Sell
26,066
-19,226
-42% -$8.61M 3.35% 4
2023
Q3 		$19.4M Sell
45,292
-46,677
-51% -$20.9M 5.82% 3
2023
Q2 		$41M Buy
91,969
+1,186
+1% +$500K 12.46% 1
2023
Q1 		$37.3M Buy
90,783
+3,439
+4% +$1.38M 12.45% 1
2022
Q4 		$33.6M Buy
87,344
+1,362
+2% +$526K 12.06% 1
2022
Q3 		$30.8M Buy
85,982
+26,852
+45% +$10.7M 17.27% 1
2022
Q2 		$22.4M Buy
59,130
+5,169
+10% +$2.13M 12.42% 2
2022
Q1 		$24.5M Sell
53,961
-4,467
-8% -$2M 11.04% 2
2021
Q4 		$27.9M Buy
58,428
+10,293
+21% +$4.74M 11.29% 2
2021
Q3 		$20.7M Sell
48,135
-420
-0.9% -$186K 10.24% 2
2021
Q2 		$20.9M Buy
48,555
+24,546
+102% +$10.3M 10.59% 2
2021
Q1 		$9.55M Buy
24,009
+8,406
+54% +$3.25M 5.31% 3
2020
Q4 		$5.86M Buy
15,603
+2,439
+19% +$868K 3.45% 4
2020
Q3 		$4.42M Sell
13,164
-13,501
-51% -$4.49M 3.03% 4
2020
Q2 		$8.26M Buy
26,665
+6,045
+29% +$1.77M 5.82% 2
2020
Q1 		$5.33M Buy
20,620
+5,687
+38% +$1.74M 5.73% 2
2019
Q4 		$4.83M Buy
+14,933
New +$4.62M 3.4% 3

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Secure Asset Management's IVV Position: Q2 2026 in Review

Secure Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, buying an estimated $1.14M and bringing the position to 24,557 shares worth $18.4M. The position accounts for 2.58% of the portfolio, ranked #5.

Secure Asset Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $41M in Q2 2023. 2,182 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Secure Asset Management held 24,557 shares of iShares Core S&P 500 ETF worth $18.4M as of Q2 2026.
  • Secure Asset Management bought 1,570 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.14M.
  • iShares Core S&P 500 ETF made up 2.58% of Secure Asset Management's portfolio in Q2 2026, its #5 holding.
  • Secure Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's iShares Core S&P 500 ETF position peaked at $41M in Q2 2023.
  • 2,182 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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