SpringVest Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

SpringVest Wealth Management’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	$995K	Buy	1,329 +311	+31%	+$226K	0.63%	28
2026 Q1	$665K	Sell	1,018 -154	-13%	-$105K	0.45%	33
2025 Q4	$803K	Sell	1,172 -91	-7%	-$61.8K	0.56%	29
2025 Q3	$845K	Hold	1,263	–	–	0.62%	27
2025 Q2	$784K	Sell	1,263 -5	-0.4%	-$2.87K	0.63%	26
2025 Q1	$712K	Sell	1,268 -52	-4%	-$30.7K	0.59%	29
2024 Q4	$777K	Buy	+1,320	New	+$781K	0.67%	27

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

SpringVest Wealth Management's IVV Position: Q2 2026 in Review

SpringVest Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, buying an estimated $226K and bringing the position to 1,329 shares worth $995K. The position accounts for 0.63% of the portfolio, ranked #28.

SpringVest Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

SpringVest Wealth Management held 1,329 shares of iShares Core S&P 500 ETF worth $995K as of Q2 2026.
SpringVest Wealth Management bought 311 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $226K.
iShares Core S&P 500 ETF made up 0.63% of SpringVest Wealth Management's portfolio in Q2 2026, its #28 holding.
SpringVest Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.