Sloy Dahl & Holst’s iShares Core S&P 500 ETF IVV Stock Holding History

Sloy Dahl & Holst’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	$390K	Buy	520 +3	+0.6%	+$2.19K	0.05%	80
2026 Q1	$338K	Buy	517 +7	+1%	+$4.78K	0.05%	80
2025 Q4	$349K	Buy	510 +4	+0.8%	+$2.72K	0.04%	84
2025 Q3	$339K	Buy	506 +12	+2%	+$7.73K	0.04%	83
2025 Q2	$306K	Buy	494 +8	+2%	+$4.59K	0.04%	86
2025 Q1	$273K	Buy	486 +4	+0.8%	+$2.36K	0.05%	83
2024 Q4	$284K	Buy	482 +4	+0.8%	+$2.37K	0.04%	81
2024 Q3	$276K	Buy	478 +5	+1%	+$2.78K	0.05%	79
2024 Q2	$259K	Buy	473 +5	+1%	+$2.63K	0.05%	70
2024 Q1	$246K	Buy	468 +6	+1%	+$3K	0.06%	74
2023 Q4	$221K	Buy	+462	New	+$207K	0.05%	79
2023 Q3	–	Sell	-451	Closed	-$201K	–	82
2023 Q2	$201K	Buy	+451	New	+$190K	0.04%	76
2022 Q2	–	Sell	-447	Closed	-$203K	–	80
2022 Q1	$203K	Buy	+447	New	+$200K	0.03%	77

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sloy Dahl & Holst's IVV Position: Q2 2026 in Review

Sloy Dahl & Holst increased its iShares Core S&P 500 ETF (IVV) stake by 0.58% in Q2 2026, buying an estimated $2.19K and bringing the position to 520 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #80.

Sloy Dahl & Holst first reported a position in IVV in Q1 2022 and has held it in 13 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sloy Dahl & Holst held 520 shares of iShares Core S&P 500 ETF worth $390K as of Q2 2026.
Sloy Dahl & Holst bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.05% of Sloy Dahl & Holst's portfolio in Q2 2026, its #80 holding.
Sloy Dahl & Holst first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.