Strategic Investment Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Strategic Investment Solutions’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	$1.74M	Buy	2,321 +40	+2%	+$29.1K	0.4%	51
2026 Q1	$1.49M	Buy	2,281 +38	+2%	+$25.9K	0.36%	51
2025 Q4	$1.54M	Sell	2,243 -926	-29%	-$629K	0.37%	51
2025 Q3	$2.12M	Sell	3,169 -52	-2%	-$33.5K	0.56%	43
2025 Q2	$2M	Sell	3,221 -488	-13%	-$280K	0.6%	41
2025 Q1	$2.09M	Sell	3,709 -338	-8%	-$200K	0.61%	34
2024 Q4	$1.95M	Buy	4,047 +301	+8%	+$178K	0.65%	31
2024 Q3	$2.19M	Buy	3,746 +2	+0.1%	+$1.11K	0.66%	31
2024 Q2	$2.07M	Buy	+3,744	New	+$1.97M	0.67%	30
2023 Q4	$2.15M	Sell	4,494 -32,852	-88%	-$14.7M	0.37%	43
2023 Q3	$16.7M	Buy	37,346 +36,818	+6,973%	+$16.5M	0.21%	72
2023 Q2	$224K	Sell	528 -926	-64%	-$390K	0.05%	135
2023 Q1	$598K	Buy	1,454 +69	+5%	+$27.7K	0.12%	94
2022 Q4	$580K	Buy	+1,385	New	+$534K	0.29%	47

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Strategic Investment Solutions's IVV Position: Q2 2026 in Review

Strategic Investment Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,321 shares worth $1.74M. The position accounts for 0.4% of the portfolio, ranked #51.

Strategic Investment Solutions first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.7M in Q3 2023. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Strategic Investment Solutions held 2,321 shares of iShares Core S&P 500 ETF worth $1.74M as of Q2 2026.
Strategic Investment Solutions bought 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
iShares Core S&P 500 ETF made up 0.4% of Strategic Investment Solutions's portfolio in Q2 2026, its #51 holding.
Strategic Investment Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's iShares Core S&P 500 ETF position peaked at $16.7M in Q3 2023.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.