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

SFI 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	$1.01M	Buy	+1,350	New	+$983K	0.87%	34

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

SFI Advisors's IVV Position: Q2 2026 in Review

SFI Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 1,350 shares worth $1.01M. The stake represents 0.87% of the portfolio and ranks #34 among its holdings.

2,557 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

SFI Advisors held 1,350 shares of iShares Core S&P 500 ETF worth $1.01M as of Q2 2026.
iShares Core S&P 500 ETF was a new SFI Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 0.87% of SFI Advisors's portfolio in Q2 2026, its #34 holding.
2,557 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.