SH
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SLT Holdings’s iShares Core S&P 500 ETF IVV Stock Holding History

SLT Holdings’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 		$1.21M Sell
1,618
-415
-20% -$302K 0.76% 34
2026
Q1 		$1.33M Sell
2,033
-305
-13% -$208K 0.9% 26
2025
Q4 		$1.6M Buy
2,338
+217
+10% +$147K 1.03% 24
2025
Q3 		$1.42M Buy
2,121
+1,536
+263% +$989K 0.92% 22
2025
Q2 		$363K Buy
585
+95
+19% +$54.5K 0.27% 69
2025
Q1 		$275K Hold
490
– – 0.26% 60
2024
Q4 		$288K Buy
+490
New +$290K 0.27% 57

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

SLT Holdings's IVV Position: Q2 2026 in Review

SLT Holdings reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, selling an estimated $302K and leaving 1,618 shares worth $1.21M. The position accounts for 0.76% of the portfolio, ranked #34.

SLT Holdings first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SLT Holdings held 1,618 shares of iShares Core S&P 500 ETF worth $1.21M as of Q2 2026.
  • SLT Holdings sold 415 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $302K.
  • iShares Core S&P 500 ETF made up 0.76% of SLT Holdings's portfolio in Q2 2026, its #34 holding.
  • SLT Holdings first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • SLT Holdings's iShares Core S&P 500 ETF position peaked at $1.6M in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SLT Holdings's 13F filing for Q2 2026, filed 17 Jul 2026.