SS
IVV icon

Sound Stewardship’s iShares Core S&P 500 ETF IVV Stock Holding History

Sound Stewardship’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 		$16M Buy
21,356
+513
+2% +$374K 6.6% 3
2026
Q1 		$13.6M Buy
20,843
+681
+3% +$465K 6.24% 3
2025
Q4 		$13.8M Sell
20,162
-61
-0.3% -$41.4K 6.62% 3
2025
Q3 		$13.5M Buy
20,223
+316
+2% +$204K 6.49% 3
2025
Q2 		$12.4M Buy
19,907
+1,456
+8% +$836K 6.38% 3
2025
Q1 		$10.4M Sell
18,451
-487
-3% -$288K 5.91% 3
2024
Q4 		$11.1M Sell
18,938
-256
-1% -$152K 6.62% 3
2024
Q3 		$11.1M Buy
19,194
+213
+1% +$118K 6.21% 3
2024
Q2 		$10.4M Buy
18,981
+14
+0.1% +$7.36K 6.31% 3
2024
Q1 		$9.97M Buy
18,967
+273
+1% +$137K 6.05% 3
2023
Q4 		$8.93M Buy
18,694
+546
+3% +$244K 5.91% 2
2023
Q3 		$7.79M Buy
18,148
+42
+0.2% +$18.8K 5.23% 2
2023
Q2 		$8.07M Buy
18,106
+56
+0.3% +$23.6K 5.31% 2
2023
Q1 		$7.42M Buy
18,050
+2,251
+14% +$902K 4.99% 3
2022
Q4 		$6.07M Buy
+15,799
New +$6.1M 4.49% 6

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Sound Stewardship's IVV Position: Q2 2026 in Review

Sound Stewardship increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $374K and bringing the position to 21,356 shares worth $16M. The position accounts for 6.6% of the portfolio, ranked #3.

Sound Stewardship first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,349 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sound Stewardship held 21,356 shares of iShares Core S&P 500 ETF worth $16M as of Q2 2026.
  • Sound Stewardship bought 513 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $374K.
  • iShares Core S&P 500 ETF made up 6.6% of Sound Stewardship's portfolio in Q2 2026, its #3 holding.
  • Sound Stewardship first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,349 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.