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Stewardship Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Stewardship 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 		$81M Buy
108,102
+23,419
+28% +$17.1M 16.82% 1
2026
Q1 		$55.3M Buy
84,683
+11,193
+15% +$7.64M 12.71% 1
2025
Q4 		$50.3M Sell
73,490
-3,504
-5% -$2.38M 11.63% 1
2025
Q3 		$51.5M Sell
76,994
-672
-0.9% -$433K 12.19% 1
2025
Q2 		$48.2M Sell
77,666
-207
-0.3% -$119K 12.21% 1
2025
Q1 		$43.8M Sell
77,873
-26,792
-26% -$15.8M 11.82% 1
2024
Q4 		$61.6M Sell
104,665
-737
-0.7% -$436K 17.08% 1
2024
Q3 		$60.8M Buy
105,402
+3,622
+4% +$2.01M 17.16% 1
2024
Q2 		$55.7M Sell
101,780
-4,379
-4% -$2.3M 18.41% 1
2024
Q1 		$55.8M Buy
106,159
+22,091
+26% +$11.1M 19.1% 1
2023
Q4 		$40.2M Buy
84,068
+20,951
+33% +$9.38M 14.48% 1
2023
Q3 		$27.1M Buy
63,117
+11,785
+23% +$5.27M 10.59% 1
2023
Q2 		$22.9M Buy
51,332
+5,591
+12% +$2.36M 8.61% 1
2023
Q1 		$18.8M Sell
45,741
-7,810
-15% -$3.13M 7.22% 3
2022
Q4 		$20.6M Sell
53,551
-5,698
-10% -$2.2M 8.28% 3
2022
Q3 		$21.3M Sell
59,249
-14,286
-19% -$5.7M 9.2% 3
2022
Q2 		$27.9M Buy
73,535
+3,180
+5% +$1.31M 11.71% 1
2022
Q1 		$31.9M Sell
70,355
-16,124
-19% -$7.21M 11.77% 1
2021
Q4 		$41.3M Sell
86,479
-10,714
-11% -$4.94M 14.82% 1
2021
Q3 		$41.9M Buy
97,193
+30,290
+45% +$13.4M 15.85% 1
2021
Q2 		$28.8M Buy
66,903
+579
+0.9% +$243K 10.78% 1
2021
Q1 		$26.4M Buy
66,324
+6,336
+11% +$2.45M 10.37% 1
2020
Q4 		$22.5M Buy
59,988
+47,778
+391% +$17M 9.17% 2
2020
Q3 		$4.26M Buy
+12,210
New +$4.06M 2.13% 16

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

Stewardship Advisors's IVV Position: Q2 2026 in Review

Stewardship Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, buying an estimated $17.1M and bringing the position to 108,102 shares worth $81M. The position accounts for 16.82% of the portfolio, ranked #1.

Stewardship Advisors first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stewardship Advisors held 108,102 shares of iShares Core S&P 500 ETF worth $81M as of Q2 2026.
  • Stewardship Advisors bought 23,419 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.1M.
  • iShares Core S&P 500 ETF made up 16.82% of Stewardship Advisors's portfolio in Q2 2026, its #1 holding.
  • Stewardship Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.