Skyline Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Skyline Advisors’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	$1.02M	Sell	1,358 -136	-9%	-$99K	0.32%	47
2026 Q1	$976K	Sell	1,494 -1	-0.1%	-$683	0.34%	46
2025 Q4	$1.02M	Sell	1,495 -59	-4%	-$40.1K	0.34%	36
2025 Q3	$1.04M	Sell	1,554 -377	-20%	-$243K	0.36%	33
2025 Q2	$1.2M	Sell	1,931 -387	-17%	-$222K	0.44%	31
2025 Q1	$1.3M	Hold	2,318	–	–	0.51%	26
2024 Q4	$1.36M	Sell	2,318 -21	-0.9%	-$12.4K	0.53%	27
2024 Q3	$1.35M	Buy	+2,339	New	+$1.3M	0.56%	27

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Skyline Advisors's IVV Position: Q2 2026 in Review

Skyline Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9.1% in Q2 2026, selling an estimated $99K and leaving 1,358 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #47.

Skyline Advisors first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Skyline Advisors held 1,358 shares of iShares Core S&P 500 ETF worth $1.02M as of Q2 2026.
Skyline Advisors sold 136 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $99K.
iShares Core S&P 500 ETF made up 0.32% of Skyline Advisors's portfolio in Q2 2026, its #47 holding.
Skyline Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Skyline Advisors's iShares Core S&P 500 ETF position peaked at $1.36M in Q4 2024.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.