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SJS Investment Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History

SJS Investment Consulting’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 Sell
1,347
-227
-14% -$165K 0.11% 50
2026
Q1 		$1.03M Hold
1,574
– – 0.13% 44
2025
Q4 		$1.08M Buy
1,574
+242
+18% +$164K 0.14% 43
2025
Q3 		$892K Buy
1,332
+471
+55% +$303K 0.12% 51
2025
Q2 		$535K Sell
861
-1,366
-61% -$784K 0.08% 52
2025
Q1 		$1.25M Buy
2,227
+555
+33% +$328K 0.21% 35
2024
Q4 		$984K Buy
1,672
+811
+94% +$480K 0.17% 36
2024
Q3 		$497K Hold
861
– – 0.09% 53
2024
Q2 		$471K Hold
861
– – 0.09% 48
2024
Q1 		$453K Buy
861
+16
+2% +$8.01K 0.09% 52
2023
Q4 		$404K Buy
845
+90
+12% +$40.3K 0.09% 50
2023
Q3 		$324K Sell
755
-205
-21% -$91.7K 0.08% 56
2023
Q2 		$428K Buy
960
+500
+109% +$211K 0.11% 47
2023
Q1 		$189K Buy
+460
New +$184K 0.05% 77

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
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
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

SJS Investment Consulting's IVV Position: Q2 2026 in Review

SJS Investment Consulting reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, selling an estimated $165K and leaving 1,347 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #50.

SJS Investment Consulting first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SJS Investment Consulting held 1,347 shares of iShares Core S&P 500 ETF worth $1.01M as of Q2 2026.
  • SJS Investment Consulting sold 227 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $165K.
  • iShares Core S&P 500 ETF made up 0.11% of SJS Investment Consulting's portfolio in Q2 2026, its #50 holding.
  • SJS Investment Consulting first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • SJS Investment Consulting's iShares Core S&P 500 ETF position peaked at $1.25M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.