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

Slagle Financial’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	$763K	Sell	1,019 -56	-5%	-$40.8K	0.23%	75
2026 Q1	$703K	Buy	1,075 +91	+9%	+$62.1K	0.23%	76
2025 Q4	$674K	Buy	984 +2	+0.2%	+$1.36K	0.24%	74
2025 Q3	$657K	Sell	982 -138	-12%	-$88.9K	0.24%	74
2025 Q2	$695K	Sell	1,120 -62	-5%	-$35.6K	0.28%	72
2025 Q1	$664K	Buy	1,182 +149	+14%	+$88K	0.29%	65
2024 Q4	$608K	Sell	1,033 -88	-8%	-$52.1K	0.27%	65
2024 Q3	$647K	Sell	1,121 -170	-13%	-$94.5K	0.29%	67
2024 Q2	$706K	Sell	1,291 -89	-6%	-$46.8K	0.36%	64
2024 Q1	$726K	Sell	1,380 -2,142	-61%	-$1.07M	0.39%	64
2023 Q4	$842K	Buy	3,522 +1,746	+98%	+$782K	0.48%	61
2023 Q3	$762K	Sell	1,776 -43	-2%	-$19.2K	0.47%	63
2023 Q2	$811K	Buy	+1,819	New	+$767K	0.5%	63

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

Slagle Financial's IVV Position: Q2 2026 in Review

Slagle Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q2 2026, selling an estimated $40.8K and leaving 1,019 shares worth $763K. The position accounts for 0.23% of the portfolio, ranked #75.

Slagle Financial first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. The position peaked at $842K in Q4 2023. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Slagle Financial held 1,019 shares of iShares Core S&P 500 ETF worth $763K as of Q2 2026.
Slagle Financial sold 56 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.8K.
iShares Core S&P 500 ETF made up 0.23% of Slagle Financial's portfolio in Q2 2026, its #75 holding.
Slagle Financial first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's iShares Core S&P 500 ETF position peaked at $842K in Q4 2023.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.