SPAS
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Spectrum Planning & Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Spectrum Planning & Advisory Services’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 		$264K Buy
352
+39
+12% +$28.4K 0.12% 95
2026
Q1 		$204K Sell
313
-21
-6% -$14.3K 0.1% 112
2025
Q4 		$229K Sell
334
-5
-1% -$3.4K 0.12% 108
2025
Q3 		$227K Buy
339
+12
+4% +$7.73K 0.13% 97
2025
Q2 		$203K Buy
+327
New +$188K 0.13% 94

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
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

Spectrum Planning & Advisory Services's IVV Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $28.4K and bringing the position to 352 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #95.

Spectrum Planning & Advisory Services first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Spectrum Planning & Advisory Services held 352 shares of iShares Core S&P 500 ETF worth $264K as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 39 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Core S&P 500 ETF made up 0.12% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #95 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.