SDAM
IVV icon

Shulman DeMeo Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Shulman DeMeo Asset 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 		$14.5M Buy
19,410
+16
+0.1% +$11.7K 2.72% 6
2026
Q1 		$12.7M Sell
19,394
-12
-0.1% -$8.19K 2.69% 6
2025
Q4 		$13.3M Sell
19,406
-75
-0.4% -$50.9K 3.01% 5
2025
Q3 		$13M Buy
19,481
+68
+0.4% +$43.8K 3% 5
2025
Q2 		$12.1M Sell
19,413
-127
-0.6% -$72.9K 2.98% 5
2025
Q1 		$11M Sell
19,540
-81
-0.4% -$47.8K 3.08% 4
2024
Q4 		$11.6M Sell
19,621
-16
-0.1% -$9.47K 3.12% 3
2024
Q3 		$11.3M Buy
19,637
+9
+0% +$5K 2.78% 5
2024
Q2 		$10.7M Buy
19,628
+240
+1% +$126K 2.8% 5
2024
Q1 		$10.2M Buy
19,388
+7
+0% +$3.5K 2.7% 6
2023
Q4 		$9.26M Buy
19,381
+205
+1% +$91.8K 2.62% 6
2023
Q3 		$8.23M Buy
19,176
+683
+4% +$306K 2.75% 5
2023
Q2 		$8.24M Sell
18,493
-401
-2% -$169K 2.47% 6
2023
Q1 		$7.77M Buy
18,894
+384
+2% +$154K 2.44% 6
2022
Q4 		$7.11M Buy
18,510
+137
+0.7% +$52.9K 2.36% 6
2022
Q3 		$6.59M Hold
18,373
– – 2.34% 6
2022
Q2 		$6.97M Buy
18,373
+62
+0.3% +$25.5K 2.3% 6
2022
Q1 		$8.31M Sell
18,311
-2,041
-10% -$913K 2.3% 6
2021
Q4 		$9.71M Buy
20,352
+322
+2% +$148K 2.53% 6
2021
Q3 		$8.63M Buy
+20,030
New +$8.88M 7.49% 5
2021
Q2 		– Sell
-20,065
Closed -$7.98M – 102
2021
Q1 		$7.98M Buy
20,065
+9
+0% +$3.48K 2.18% 8
2020
Q4 		$7.53M Buy
20,056
+234
+1% +$83.3K 2.15% 8
2020
Q3 		$6.66M Sell
19,822
-199
-1% -$66.2K 2.23% 7
2020
Q2 		$6.2M Sell
20,021
-517
-3% -$152K 2.4% 6
2020
Q1 		$5.31M Buy
20,538
+35
+0.2% +$10.7K 2.47% 6
2019
Q4 		$6.63M Buy
20,503
+32
+0.2% +$9.9K 2.3% 5
2019
Q3 		$6.11M Sell
20,471
-982
-5% -$292K 2.05% 7
2019
Q2 		$6.32M Buy
21,453
+106
+0.5% +$30.7K 2.33% 5
2019
Q1 		$6.07M Buy
+21,347
New +$5.84M 2.31% 5

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Shulman DeMeo Asset Management's IVV Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q2 2026, buying an estimated $11.7K and bringing the position to 19,410 shares worth $14.5M. The position accounts for 2.72% of the portfolio, ranked #6.

Shulman DeMeo Asset Management first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Shulman DeMeo Asset Management held 19,410 shares of iShares Core S&P 500 ETF worth $14.5M as of Q2 2026.
  • Shulman DeMeo Asset Management bought 16 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Core S&P 500 ETF made up 2.72% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #6 holding.
  • Shulman DeMeo Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.