Seven Mile Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Seven Mile Advisory’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	–	Sell	-978	Closed	-$639K	–	178
2026 Q1	$639K	Sell	978 -21,483	-96%	-$14.7M	0.46%	36
2025 Q4	$15.4M	Sell	22,461 -962	-4%	-$653K	2.64%	10
2025 Q3	$15.7M	Buy	23,423 +22,382	+2,150%	+$14.4M	2.53%	11
2025 Q2	$646K	Hold	1,041	–	–	0.39%	43
2025 Q1	$585K	Hold	1,041	–	–	0.39%	49
2024 Q4	$613K	Hold	1,041	–	–	0.39%	45
2024 Q3	$600K	Hold	1,041	–	–	0.4%	48
2024 Q2	$570K	Hold	1,041	–	–	0.42%	49
2024 Q1	$547K	Hold	1,041	–	–	0.42%	52
2023 Q4	$497K	Hold	1,041	–	–	0.43%	53
2023 Q3	$447K	Buy	+1,041	New	+$466K	0.47%	50

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Seven Mile Advisory's IVV Position: Q2 2026 in Review

Seven Mile Advisory sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 978 shares — an estimated $639K sold.

Seven Mile Advisory first reported a position in IVV in Q3 2023 and held it in 11 quarters. The position peaked at $15.7M in Q3 2025. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Seven Mile Advisory reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Seven Mile Advisory sold 978 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $639K.
Seven Mile Advisory first reported a position in iShares Core S&P 500 ETF in Q3 2023 and held it in 11 quarters.
Seven Mile Advisory's iShares Core S&P 500 ETF position peaked at $15.7M in Q3 2025.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.