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Spinnaker Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Spinnaker Investment 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 		$2.15M Buy
2,875
+2,537
+751% +$1.85M 0.35% 31
2026
Q1 		$221K Sell
338
-657
-66% -$449K 0.05% 132
2025
Q4 		$682K Buy
995
+58
+6% +$39.4K 0.12% 63
2025
Q3 		$627K Buy
+937
New +$603K 0.12% 63

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

Spinnaker Investment Group's IVV Position: Q2 2026 in Review

Spinnaker Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 751% in Q2 2026, buying an estimated $1.85M and bringing the position to 2,875 shares worth $2.15M. The position accounts for 0.35% of the portfolio, ranked #31.

Spinnaker Investment Group first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 2,026 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Spinnaker Investment Group held 2,875 shares of iShares Core S&P 500 ETF worth $2.15M as of Q2 2026.
  • Spinnaker Investment Group bought 2,537 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.85M.
  • iShares Core S&P 500 ETF made up 0.35% of Spinnaker Investment Group's portfolio in Q2 2026, its #31 holding.
  • Spinnaker Investment Group first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,026 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.