SP
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Stablepoint Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Stablepoint Partners’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 		$542K Hold
724
– – 0.08% 186
2026
Q1 		$473K Buy
724
+135
+23% +$92.2K 0.07% 188
2025
Q4 		$403K Sell
589
-2
-0.3% -$1.36K 0.06% 195
2025
Q3 		$396K Hold
591
– – 0.06% 199
2025
Q2 		$367K Buy
591
+112
+23% +$64.3K 0.06% 203
2025
Q1 		$269K Hold
479
– – 0.05% 217
2024
Q4 		$282K Hold
479
– – 0.05% 214
2024
Q3 		$276K Hold
479
– – 0.05% 216
2024
Q2 		$262K Sell
479
-9
-2% -$4.73K 0.05% 220
2024
Q1 		$257K Buy
+488
New +$244K 0.05% 220

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Stablepoint Partners's IVV Position: Q2 2026 in Review

Stablepoint Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 724 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #186.

Stablepoint Partners first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stablepoint Partners held 724 shares of iShares Core S&P 500 ETF worth $542K as of Q2 2026.
  • Stablepoint Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.08% of Stablepoint Partners's portfolio in Q2 2026, its #186 holding.
  • Stablepoint Partners first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.