Seven Post Investment Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Seven Post Investment Office’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	$824K	Hold	1,100	–	–	0.23%	27
2026 Q1	$719K	Hold	1,100	–	–	0.23%	26
2025 Q4	$753K	Sell	1,100 -2,760	-72%	-$1.87M	0.27%	24
2025 Q3	$2.58M	Hold	3,860	–	–	0.93%	17
2025 Q2	$2.4M	Hold	3,860	–	–	0.9%	18
2025 Q1	$2.17M	Hold	3,860	–	–	0.83%	17
2024 Q4	$2.27M	Hold	3,860	–	–	0.87%	17
2024 Q3	$2.23M	Hold	3,860	–	–	0.34%	25
2024 Q2	$2.11M	Hold	3,860	–	–	0.39%	23
2024 Q1	$2.03M	Hold	3,860	–	–	0.5%	22
2023 Q4	$1.84M	Hold	3,860	–	–	0.46%	24
2023 Q3	$1.66M	Hold	3,860	–	–	0.46%	24
2023 Q2	$1.72M	Buy	+3,860	New	+$1.63M	0.52%	22

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

Seven Post Investment Office's IVV Position: Q2 2026 in Review

Seven Post Investment Office held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,100 shares worth $824K. The position accounts for 0.23% of the portfolio, ranked #27.

Seven Post Investment Office first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.58M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Seven Post Investment Office held 1,100 shares of iShares Core S&P 500 ETF worth $824K as of Q2 2026.
Seven Post Investment Office left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.23% of Seven Post Investment Office's portfolio in Q2 2026, its #27 holding.
Seven Post Investment Office first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Seven Post Investment Office's iShares Core S&P 500 ETF position peaked at $2.58M in Q3 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.