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Sentinel Pension Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sentinel Pension 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 		$3.66M Buy
4,901
+966
+25% +$703K 0.48% 31
2026
Q1 		$2.57M Buy
3,935
+402
+11% +$275K 0.38% 35
2025
Q4 		$2.42M Buy
3,533
+7
+0.2% +$4.75K 0.37% 33
2025
Q3 		$2.36M Buy
3,526
+1
+0% +$644 0.38% 36
2025
Q2 		$2.19M Buy
3,525
+57
+2% +$32.7K 0.37% 37
2025
Q1 		$1.95M Buy
3,468
+1
+0% +$591 0.36% 39
2024
Q4 		$2.04M Sell
3,467
-84
-2% -$49.7K 0.38% 39
2024
Q3 		$2.05M Buy
3,551
+13
+0.4% +$7.23K 0.39% 40
2024
Q2 		$1.94M Sell
3,538
-22
-0.6% -$11.6K 0.4% 39
2024
Q1 		$1.87M Buy
3,560
+4
+0.1% +$2K 0.4% 38
2023
Q4 		$1.7M Buy
3,556
+28
+0.8% +$12.5K 0.4% 37
2023
Q3 		$1.52M Buy
3,528
+263
+8% +$118K 0.37% 42
2023
Q2 		$1.46M Buy
3,265
+7
+0.2% +$2.95K 0.35% 41
2023
Q1 		$1.33M Buy
3,258
+2,636
+424% +$1.06M 0.34% 42
2022
Q4 		$239K Sell
622
-57
-8% -$22K 0.07% 74
2022
Q3 		$244K Buy
679
+84
+14% +$33.5K 0.09% 73
2022
Q2 		$226K Sell
595
-2,607
-81% -$1.07M 0.08% 79
2022
Q1 		$1.45M Sell
3,202
-35
-1% -$15.7K 0.49% 38
2021
Q4 		$1.54M Sell
3,237
-240
-7% -$111K 0.49% 36
2021
Q3 		$1.5M Sell
3,477
-206
-6% -$91.3K 0.51% 35
2021
Q2 		$1.58M Sell
3,683
-15,270
-81% -$6.4M 0.55% 35
2021
Q1 		$1.05M Buy
18,953
+15,171
+401% +$5.87M 0.38% 38
2020
Q4 		$1.42M Sell
3,782
-228
-6% -$81.2K 0.52% 34
2020
Q3 		$1.35M Sell
4,010
-158
-4% -$52.6K 0.52% 35
2020
Q2 		$1.29M Sell
4,168
-237
-5% -$69.6K 0.54% 35
2020
Q1 		$1.14M Buy
4,405
+166
+4% +$50.9K 0.55% 34
2019
Q4 		$1.37M Buy
+4,239
New +$1.31M 0.89% 23

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

Sentinel Pension Advisors's IVV Position: Q2 2026 in Review

Sentinel Pension Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q2 2026, buying an estimated $703K and bringing the position to 4,901 shares worth $3.66M. The position accounts for 0.48% of the portfolio, ranked #31.

Sentinel Pension Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 2,180 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sentinel Pension Advisors held 4,901 shares of iShares Core S&P 500 ETF worth $3.66M as of Q2 2026.
  • Sentinel Pension Advisors bought 966 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $703K.
  • iShares Core S&P 500 ETF made up 0.48% of Sentinel Pension Advisors's portfolio in Q2 2026, its #31 holding.
  • Sentinel Pension Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,180 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.