SS&H Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

SS&H Financial 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	$237K	Buy	+316	New	+$230K	0.06%	124
2025 Q4	$216K	Sell	316 -183	-37%	-$124K	0.06%	121
2025 Q3	$334K	Buy	499 +7	+1%	+$4.51K	0.1%	109
2025 Q2	$305K	Sell	492 -183	-27%	-$105K	0.1%	107
2025 Q1	$379K	Sell	675 -183	-21%	-$108K	0.14%	99
2024 Q4	$506K	Hold	858	–	–	0.18%	91
2024 Q3	$495K	Buy	858 +126	+17%	+$70.1K	0.18%	92
2024 Q2	$400K	Hold	732	–	–	0.16%	103
2024 Q1	$384K	Hold	732	–	–	0.16%	99
2023 Q4	$350K	Hold	732	–	–	0.15%	103
2023 Q3	$314K	Buy	+732	New	+$327K	0.15%	104
2023 Q1	$301K	Buy	+732	New	+$293K	0.14%	109

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

SS&H Financial Advisors's IVV Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 316 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #124 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in IVV as recently as Q4 2025.

SS&H Financial Advisors first reported a position in IVV in Q1 2023 and has held it in 12 quarters since. The position peaked at $506K in Q4 2024. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

SS&H Financial Advisors held 316 shares of iShares Core S&P 500 ETF worth $237K as of Q2 2026.
iShares Core S&P 500 ETF was a new SS&H Financial Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 0.06% of SS&H Financial Advisors's portfolio in Q2 2026, its #124 holding.
SS&H Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
SS&H Financial Advisors's iShares Core S&P 500 ETF position peaked at $506K in Q4 2024.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.