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Southern Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Southern Capital 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 		$30.9M Buy
41,256
+1,520
+4% +$1.11M 12.9% 2
2026
Q1 		$26M Buy
39,736
+2,469
+7% +$1.69M 12.15% 2
2025
Q4 		$25.5M Buy
37,267
+260
+0.7% +$177K 11.78% 2
2025
Q3 		$24.8M Buy
37,007
+821
+2% +$529K 11.61% 2
2025
Q2 		$22.5M Buy
36,186
+640
+2% +$367K 11.49% 2
2025
Q1 		$20M Buy
35,546
+809
+2% +$478K 11.08% 2
2024
Q4 		$20.4M Buy
34,737
+643
+2% +$381K 11.31% 2
2024
Q3 		$19.7M Buy
34,094
+387
+1% +$215K 11.06% 2
2024
Q2 		$18.4M Buy
33,707
+228
+0.7% +$120K 11.34% 2
2024
Q1 		$17.6M Sell
33,479
-70
-0.2% -$35K 10.69% 2
2023
Q4 		$16M Buy
33,549
+496
+2% +$222K 11.38% 2
2023
Q3 		$14.2M Buy
33,053
+1,290
+4% +$577K 11.81% 3
2023
Q2 		$14.2M Sell
31,763
-231
-0.7% -$97.3K 10.82% 3
2023
Q1 		$13.2M Buy
31,994
+1,184
+4% +$475K 9.74% 3
2022
Q4 		$11.8M Buy
30,810
+712
+2% +$275K 9.16% 3
2022
Q3 		$10.8M Buy
30,098
+2,185
+8% +$872K 8.83% 3
2022
Q2 		$10.6M Buy
27,913
+623
+2% +$256K 8.39% 3
2022
Q1 		$12.4M Buy
27,290
+5,304
+24% +$2.37M 8.47% 3
2021
Q4 		$10.5M Buy
+21,986
New +$10.1M 6.48% 3

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
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
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

Southern Capital Advisors's IVV Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q2 2026, buying an estimated $1.11M and bringing the position to 41,256 shares worth $30.9M. The position accounts for 12.9% of the portfolio, ranked #2.

Southern Capital Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,157 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Southern Capital Advisors held 41,256 shares of iShares Core S&P 500 ETF worth $30.9M as of Q2 2026.
  • Southern Capital Advisors bought 1,520 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.11M.
  • iShares Core S&P 500 ETF made up 12.9% of Southern Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Southern Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,157 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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