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

StoneCrest 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	$2.33M	Sell	3,116 -347	-10%	-$253K	0.75%	40
2026 Q1	$2.26M	Sell	3,463 -88	-2%	-$60.1K	0.96%	34
2025 Q4	$2.43M	Sell	3,551 -85	-2%	-$57.7K	0.98%	33
2025 Q3	$2.43M	Sell	3,636 -137	-4%	-$88.2K	1.07%	32
2025 Q2	$2.34M	Sell	3,773 -180	-5%	-$103K	1.12%	33
2025 Q1	$2.22M	Sell	3,953 -223	-5%	-$132K	1.41%	28
2024 Q4	$2.46M	Sell	4,176 -162	-4%	-$95.9K	1.6%	23
2024 Q3	$2.5M	Sell	4,338 -240	-5%	-$133K	1.82%	19
2024 Q2	$2.51M	Sell	4,578 -528	-10%	-$278K	1.91%	21
2024 Q1	$2.68M	Sell	5,106 -202	-4%	-$101K	2.32%	16
2023 Q4	$2.54M	Buy	+5,308	New	+$2.38M	2.43%	17

Other funds holding IVV

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

StoneCrest Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, selling an estimated $253K and leaving 3,116 shares worth $2.33M. The position accounts for 0.75% of the portfolio, ranked #40.

StoneCrest Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q1 2024. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

StoneCrest Wealth Management held 3,116 shares of iShares Core S&P 500 ETF worth $2.33M as of Q2 2026.
StoneCrest Wealth Management sold 347 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $253K.
iShares Core S&P 500 ETF made up 0.75% of StoneCrest Wealth Management's portfolio in Q2 2026, its #40 holding.
StoneCrest Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's iShares Core S&P 500 ETF position peaked at $2.68M in Q1 2024.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.