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Sovereign Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sovereign Financial Group’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 		$22.3M Buy
29,712
+3,562
+14% +$2.59M 3.4% 6
2026
Q1 		$17.1M Buy
26,150
+740
+3% +$505K 2.97% 7
2025
Q4 		$17.4M Sell
25,410
-282
-1% -$191K 3% 8
2025
Q3 		$17.2M Sell
25,692
-3,331
-11% -$2.15M 3.22% 6
2025
Q2 		$18M Buy
29,023
+318
+1% +$183K 3.71% 6
2025
Q1 		$16.1M Sell
28,705
-2,209
-7% -$1.3M 3.71% 6
2024
Q4 		$18.2M Sell
30,914
-213
-0.7% -$126K 4.18% 4
2024
Q3 		$18M Sell
31,127
-891
-3% -$495K 4.2% 4
2024
Q2 		$17.5M Buy
32,018
+591
+2% +$311K 4.37% 4
2024
Q1 		$16.5M Sell
31,427
-2,315
-7% -$1.16M 4.39% 4
2023
Q4 		$16.1M Buy
33,742
+2,404
+8% +$1.08M 4.91% 3
2023
Q3 		$13.5M Buy
31,338
+3,068
+11% +$1.37M 4.79% 3
2023
Q2 		$12.6M Buy
28,270
+1,011
+4% +$426K 4.11% 3
2023
Q1 		$11.2M Buy
27,259
+403
+2% +$162K 4.16% 2
2022
Q4 		$10.3M Buy
26,856
+3,756
+16% +$1.45M 4.07% 2
2022
Q3 		$8.29M Buy
23,100
+865
+4% +$345K 3.36% 3
2022
Q2 		$8.43M Buy
22,235
+2,472
+13% +$1.02M 3.32% 3
2022
Q1 		$8.97M Sell
19,763
-10,763
-35% -$4.81M 3.32% 4
2021
Q4 		$14.6M Buy
30,526
+3,055
+11% +$1.41M 5.85% 2
2021
Q3 		$11.8M Sell
27,471
-3,063
-10% -$1.36M 6.81% 2
2021
Q2 		$12.1M Hold
30,534
– – 7.35% 2
2021
Q1 		$12.1M Sell
30,534
-430
-1% -$166K 7.59% 2
2020
Q4 		$11.6M Buy
+30,964
New +$11M 8.37% 2

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

Sovereign Financial Group's IVV Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $2.59M and bringing the position to 29,712 shares worth $22.3M. The position accounts for 3.4% of the portfolio, ranked #6.

Sovereign Financial Group first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sovereign Financial Group held 29,712 shares of iShares Core S&P 500 ETF worth $22.3M as of Q2 2026.
  • Sovereign Financial Group bought 3,562 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.59M.
  • iShares Core S&P 500 ETF made up 3.4% of Sovereign Financial Group's portfolio in Q2 2026, its #6 holding.
  • Sovereign Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.