Sharp Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Sharp Financial Services’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	$1.39M	Buy	1,857 +698	+60%	+$508K	0.64%	27
2026 Q1	$757K	Buy	1,159 +15	+1%	+$10.2K	0.37%	33
2025 Q4	$784K	Buy	1,144 +7	+0.6%	+$4.75K	0.39%	38
2025 Q3	$761K	Sell	1,137 -25	-2%	-$16.1K	0.41%	36
2025 Q2	$721K	Sell	1,162 -335	-22%	-$192K	0.47%	28
2025 Q1	$841K	Sell	1,497 -880	-37%	-$520K	0.64%	23
2024 Q4	$1.4M	Buy	2,377 +1,191	+100%	+$705K	1.06%	17
2024 Q3	$684K	Buy	1,186 +210	+22%	+$117K	0.53%	32
2024 Q2	$534K	Buy	976 +201	+26%	+$106K	0.46%	36
2024 Q1	$407K	Buy	775 +75	+11%	+$37.5K	0.38%	55
2023 Q4	$334K	Buy	+700	New	+$313K	0.36%	59

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Sharp Financial Services's IVV Position: Q2 2026 in Review

Sharp Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 60% in Q2 2026, buying an estimated $508K and bringing the position to 1,857 shares worth $1.39M. The position accounts for 0.64% of the portfolio, ranked #27.

Sharp Financial Services first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2024. 1,745 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sharp Financial Services held 1,857 shares of iShares Core S&P 500 ETF worth $1.39M as of Q2 2026.
Sharp Financial Services bought 698 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $508K.
iShares Core S&P 500 ETF made up 0.64% of Sharp Financial Services's portfolio in Q2 2026, its #27 holding.
Sharp Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's iShares Core S&P 500 ETF position peaked at $1.4M in Q4 2024.
1,745 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.