Shum Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Shum Financial Group’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	$433K	Hold	579	–	–	0.26%	79
2026 Q1	$378K	Hold	579	–	–	0.27%	76
2025 Q4	$396K	Hold	579	–	–	0.29%	74
2025 Q3	$387K	Buy	+579	New	+$373K	0.29%	75
2025 Q1	$349K	Hold	621	–	–	0.3%	77
2024 Q4	$365K	Hold	621	–	–	0.32%	70
2024 Q3	$360K	Buy	+621	New	+$345K	0.3%	74

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

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

Shum Financial Group's IVV Position: Q2 2026 in Review

Shum Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 579 shares worth $433K. The position accounts for 0.26% of the portfolio, ranked #79.

Shum Financial Group first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Shum Financial Group held 579 shares of iShares Core S&P 500 ETF worth $433K as of Q2 2026.
Shum Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.26% of Shum Financial Group's portfolio in Q2 2026, its #79 holding.
Shum Financial Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.