Shira Ridge Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Shira Ridge Wealth Management’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	$216K	Sell	289 -28	-9%	-$20.4K	0.08%	79
2026 Q1	$207K	Buy	317 +6	+2%	+$4.1K	0.08%	77
2025 Q4	$213K	Sell	311 -120	-28%	-$81.5K	0.09%	79
2025 Q3	$289K	Buy	431 +72	+20%	+$46.4K	0.12%	69
2025 Q2	$223K	Buy	+359	New	+$206K	0.1%	74
2025 Q1	–	Sell	-351	Closed	-$207K	–	79
2024 Q4	$207K	Hold	351	–	–	0.1%	75
2024 Q3	$203K	Buy	+351	New	+$195K	0.1%	80

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

Shira Ridge Wealth Management's IVV Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 8.8% in Q2 2026, selling an estimated $20.4K and leaving 289 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #79.

Shira Ridge Wealth Management first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $289K in Q3 2025. 1,830 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Shira Ridge Wealth Management held 289 shares of iShares Core S&P 500 ETF worth $216K as of Q2 2026.
Shira Ridge Wealth Management sold 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
iShares Core S&P 500 ETF made up 0.08% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #79 holding.
Shira Ridge Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Shira Ridge Wealth Management's iShares Core S&P 500 ETF position peaked at $289K in Q3 2025.
1,830 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.