Sterling Investment Advisors (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$379K	Sell	506 -623	-55%	-$454K	0.06%	170
2026 Q1	$737K	Hold	1,129	–	–	0.13%	115
2025 Q4	$773K	Buy	1,129 +620	+122%	+$421K	0.14%	109
2025 Q3	$341K	Hold	509	–	–	0.07%	152
2025 Q2	$316K	Buy	509 +6	+1%	+$3.44K	0.07%	152
2025 Q1	$283K	Buy	503 +6	+1%	+$3.54K	0.07%	153
2024 Q4	$293K	Sell	497 -85	-15%	-$50.3K	0.07%	132
2024 Q3	$336K	Buy	+582	New	+$324K	0.09%	117
2024 Q2	–	Sell	-550	Closed	-$289K	–	138
2024 Q1	$289K	Buy	+550	New	+$275K	0.08%	124
2022 Q3	–	Sell	-100	Closed	-$38K	–	301
2022 Q2	$38K	Buy	+100	New	+$41.1K	0.01%	250
2019 Q4	–	Sell	-13	Closed	-$4K	–	418
2019 Q3	$4K	Buy	+13	New	+$3.86K	﹤0.01%	377

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

Sterling Investment Advisors (Pennsylvania)'s IVV Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its iShares Core S&P 500 ETF (IVV) stake by 55% in Q2 2026, selling an estimated $454K and leaving 506 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #170.

Sterling Investment Advisors (Pennsylvania) first reported a position in IVV in Q3 2019 and has held it in 11 quarters since. The position peaked at $773K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 506 shares of iShares Core S&P 500 ETF worth $379K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 623 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $454K.
iShares Core S&P 500 ETF made up 0.06% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #170 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 11 quarters since.
Sterling Investment Advisors (Pennsylvania)'s iShares Core S&P 500 ETF position peaked at $773K in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.