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

Smith Thornton 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 		$6.05M Buy
8,043
+251
+3% +$183K 2.67% 9
2026
Q1 		$5.09M Sell
7,792
-73
-0.9% -$49.8K 2.56% 12
2025
Q4 		$5.39M Buy
7,865
+49
+0.6% +$33.3K 2.74% 8
2025
Q3 		$5.23M Buy
7,816
+110
+1% +$70.8K 2.74% 7
2025
Q2 		$4.78M Buy
7,706
+3,449
+81% +$1.98M 2.75% 7
2025
Q1 		$2.39M Sell
4,257
-296
-7% -$175K 1.49% 21
2024
Q4 		$2.68M Sell
4,553
-64
-1% -$37.9K 1.69% 17
2024
Q3 		$2.66M Buy
4,617
+55
+1% +$30.6K 1.75% 17
2024
Q2 		$2.5M Buy
+4,562
New +$2.4M 1.84% 15

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Smith Thornton Advisors's IVV Position: Q2 2026 in Review

Smith Thornton Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $183K and bringing the position to 8,043 shares worth $6.05M. The position accounts for 2.67% of the portfolio, ranked #9.

Smith Thornton Advisors first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Smith Thornton Advisors held 8,043 shares of iShares Core S&P 500 ETF worth $6.05M as of Q2 2026.
  • Smith Thornton Advisors bought 251 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $183K.
  • iShares Core S&P 500 ETF made up 2.67% of Smith Thornton Advisors's portfolio in Q2 2026, its #9 holding.
  • Smith Thornton Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.