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Selective Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Selective Wealth 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 		$7.07M Sell
9,468
-71
-0.7% -$51.7K 1.85% 10
2026
Q1 		$6.82M Sell
9,539
-173
-2% -$118K 2.02% 9
2025
Q4 		$6.75M Sell
9,712
-1,261
-11% -$856K 2.11% 10
2025
Q3 		$7.38M Sell
10,973
-471
-4% -$303K 2.37% 7
2025
Q2 		$7.18M Buy
11,444
+184
+2% +$106K 2.62% 7
2025
Q1 		$6.05M Sell
11,260
-114
-1% -$67.3K 2.63% 7
2024
Q4 		$6.65M Sell
11,374
-571
-5% -$338K 2.7% 9
2024
Q3 		$6.88M Sell
11,945
-488
-4% -$271K 2.86% 7
2024
Q2 		$6.95M Sell
12,433
-52
-0.4% -$27.3K 3.06% 6
2024
Q1 		$6.45M Sell
12,485
-417
-3% -$209K 2.8% 7
2023
Q4 		$6.06M Sell
12,902
-586
-4% -$262K 3.05% 7
2023
Q3 		$5.75M Buy
13,488
+265
+2% +$119K 3.16% 9
2023
Q2 		$5.84M Buy
+13,223
New +$5.57M 2.92% 8
2022
Q4 		$5.31M Buy
13,350
+2,749
+26% +$1.06M 2.8% 7
2022
Q3 		$3.8M Buy
10,601
+4,161
+65% +$1.66M 1.63% 17
2022
Q2 		$2.44M Buy
6,440
+4,384
+213% +$1.8M 0.87% 26
2022
Q1 		$933K Buy
2,056
+118
+6% +$52.8K 0.34% 40
2021
Q4 		$925K Buy
1,938
+245
+14% +$113K 0.38% 37
2021
Q3 		$729K Sell
1,693
-77
-4% -$34.1K 0.39% 36
2021
Q2 		$761K Sell
1,770
-398
-18% -$167K 0.61% 28
2021
Q1 		$863K Sell
2,168
-211
-9% -$81.7K 0.79% 25
2020
Q4 		$893K Sell
2,379
-30
-1% -$10.7K 0.58% 26
2020
Q3 		$810K Sell
2,409
-234
-9% -$77.9K 0.64% 24
2020
Q2 		$819K Buy
2,643
+369
+16% +$108K 0.68% 21
2020
Q1 		$588K Sell
2,274
-600
-21% -$184K 0.92% 9
2019
Q4 		$929K Buy
2,874
+14
+0.5% +$4.33K 1.12% 10
2019
Q3 		$854K Sell
2,860
-532
-16% -$158K 1.17% 10
2019
Q2 		$1M Buy
+3,392
New +$983K 1.62% 9

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
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

Selective Wealth Management's IVV Position: Q2 2026 in Review

Selective Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.74% in Q2 2026, selling an estimated $51.7K and leaving 9,468 shares worth $7.07M. The position accounts for 1.85% of the portfolio, ranked #10.

Selective Wealth Management first reported a position in IVV in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.38M in Q3 2025. 1,934 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Selective Wealth Management held 9,468 shares of iShares Core S&P 500 ETF worth $7.07M as of Q2 2026.
  • Selective Wealth Management sold 71 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $51.7K.
  • iShares Core S&P 500 ETF made up 1.85% of Selective Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Selective Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
  • Selective Wealth Management's iShares Core S&P 500 ETF position peaked at $7.38M in Q3 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.