Smith & Howard Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $640K | Hold |
855
| – | – | 0.13% | 50 |
|
|
2026
Q1 | $558K | Hold |
855
| – | – | 0.12% | 48 |
|
|
2025
Q4 | $586K | Sell |
855
-74
| -8% | -$50.3K | 0.13% | 49 |
|
|
2025
Q3 | $622K | Sell |
929
-15
| -2% | -$9.66K | 0.14% | 47 |
|
|
2025
Q2 | $586K | Hold |
944
| – | – | 0.15% | 44 |
|
|
2025
Q1 | $530K | Sell |
944
-9
| -0.9% | -$5.32K | 0.14% | 46 |
|
|
2024
Q4 | $561K | Sell |
953
-114
| -11% | -$67.5K | 0.16% | 46 |
|
|
2024
Q3 | $615K | Sell |
1,067
-143
| -12% | -$79.5K | 0.17% | 43 |
|
|
2024
Q2 | $662K | Sell |
1,210
-4
| -0.3% | -$2.1K | 0.2% | 43 |
|
|
2024
Q1 | $638K | Sell |
1,214
-30
| -2% | -$15K | 0.2% | 43 |
|
|
2023
Q4 | $594K | Sell |
1,244
-69
| -5% | -$30.9K | 0.21% | 39 |
|
|
2023
Q3 | $564K | Sell |
1,313
-116
| -8% | -$51.9K | 0.2% | 41 |
|
|
2023
Q2 | $637K | Hold |
1,429
| – | – | 0.22% | 38 |
|
|
2023
Q1 | $587K | Sell |
1,429
-51
| -3% | -$20.4K | 0.2% | 39 |
|
|
2022
Q4 | $569K | Sell |
1,480
-172
| -10% | -$66.4K | 0.22% | 37 |
|
|
2022
Q3 | $592K | Sell |
1,652
-34
| -2% | -$13.6K | 0.25% | 42 |
|
|
2022
Q2 | $639K | Buy |
1,686
+144
| +9% | +$59.2K | 0.27% | 42 |
|
|
2022
Q1 | $700K | Buy |
1,542
+143
| +10% | +$64K | 0.29% | 36 |
|
|
2021
Q4 | $667K | Sell |
1,399
-89
| -6% | -$41K | 0.3% | 36 |
|
|
2021
Q3 | $641K | Sell |
1,488
-99
| -6% | -$43.9K | 0.3% | 36 |
|
|
2021
Q2 | $682K | Sell |
1,587
-20
| -1% | -$8.38K | 0.32% | 36 |
|
|
2021
Q1 | $639K | Hold |
1,607
| – | – | 0.32% | 37 |
|
|
2020
Q4 | $603K | Sell |
1,607
-248
| -13% | -$88.3K | 0.32% | 35 |
|
|
2020
Q3 | $623K | Sell |
1,855
-628
| -25% | -$209K | 0.37% | 34 |
|
|
2020
Q2 | $769K | Buy |
2,483
+550
| +28% | +$161K | 0.48% | 32 |
|
|
2020
Q1 | $499K | Buy |
1,933
+197
| +11% | +$60.4K | 0.32% | 41 |
|
|
2019
Q4 | $561K | Buy |
1,736
+622
| +56% | +$193K | 0.19% | 45 |
|
|
2019
Q3 | $333K | Buy |
1,114
+348
| +45% | +$103K | 0.13% | 51 |
|
|
2019
Q2 | $226K | Hold |
766
| – | – | 0.1% | 56 |
|
|
2019
Q1 | $218K | Buy |
+766
| New | +$209K | 0.11% | 54 |
|
|
2014
Q1 | – | Sell |
-580
| Closed | -$108K | – | 125 |
|
|
2013
Q4 | $108K | Hold |
580
| – | – | 0.06% | 81 |
|
|
2013
Q3 | $98K | Hold |
580
| – | – | 0.06% | 74 |
|
|
2013
Q2 | $93K | Buy |
+580
| New | +$93.9K | 0.06% | 71 |
|
Other funds holding IVV
CM
Smith & Howard Wealth Management's IVV Position: Q2 2026 in Review
Smith & Howard Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 855 shares worth $640K. The position accounts for 0.13% of the portfolio, ranked #50.
Smith & Howard Wealth Management first reported a position in IVV in Q2 2013 and has held it in 33 quarters since. The position peaked at $769K in Q2 2020. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Smith & Howard Wealth Management held 855 shares of iShares Core S&P 500 ETF worth $640K as of Q2 2026.
- Smith & Howard Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.13% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #50 holding.
- Smith & Howard Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 33 quarters since.
- Smith & Howard Wealth Management's iShares Core S&P 500 ETF position peaked at $769K in Q2 2020.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.