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

Strategic Point Investment 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	$83M	Buy	110,810 +3,793	+4%	+$2.76M	10.81%	2
2026 Q1	$69.9M	Buy	107,017 +1,653	+2%	+$1.13M	10.16%	3
2025 Q4	$72.2M	Buy	105,364 +4,348	+4%	+$2.95M	9.98%	3
2025 Q3	$67.6M	Buy	101,016 +2,578	+3%	+$1.66M	9.71%	3
2025 Q2	$61.1M	Buy	98,438 +922	+0.9%	+$529K	9.43%	3
2025 Q1	$54.8M	Sell	97,516 -1,560	-2%	-$921K	9.13%	3
2024 Q4	$58.3M	Buy	99,076 +2,316	+2%	+$1.37M	9.51%	3
2024 Q3	$55.8M	Buy	96,760 +1,824	+2%	+$1.01M	9.21%	2
2024 Q2	$52M	Sell	94,936 -259	-0.3%	-$136K	9.31%	2
2024 Q1	$50M	Buy	95,195 +1,219	+1%	+$610K	9.08%	2
2023 Q4	$44.9M	Buy	93,976 +28	+0%	+$12.5K	8.68%	3
2023 Q3	$40.3M	Buy	93,948 +2,912	+3%	+$1.3M	8.61%	3
2023 Q2	$40.6M	Sell	91,036 -670	-0.7%	-$282K	8.32%	3
2023 Q1	$37.7M	Buy	91,706 +1,058	+1%	+$424K	8.39%	3
2022 Q4	$34.8M	Buy	90,648 +2,104	+2%	+$812K	8.38%	3
2022 Q3	$31.8M	Buy	88,544 +981	+1%	+$392K	8.89%	3
2022 Q2	$33.2M	Buy	87,563 +2,491	+3%	+$1.02M	9.23%	3
2022 Q1	$38.6M	Sell	85,072 -614	-0.7%	-$275K	8.82%	3
2021 Q4	$40.9M	Buy	85,686 +5,913	+7%	+$2.73M	9.22%	2
2021 Q3	$34.4M	Buy	79,773 +1,348	+2%	+$597K	8.42%	2
2021 Q2	$33.7M	Buy	78,425 +4,292	+6%	+$1.8M	8.2%	2
2021 Q1	$29.5M	Sell	74,133 -2,948	-4%	-$1.14M	7.81%	4
2020 Q4	$29.1M	Sell	77,081 -723	-0.9%	-$257K	8.07%	3
2020 Q3	$26.1M	Buy	77,804 +1,664	+2%	+$554K	8.31%	4
2020 Q2	$24.8M	Buy	76,140 +3,989	+6%	+$1.17M	8.11%	4
2020 Q1	$18.6M	Sell	72,151 -1,762	-2%	-$540K	7.99%	5
2019 Q4	$23.9M	Buy	73,913 +2,097	+3%	+$649K	8.73%	3
2019 Q3	$21.4M	Buy	71,816 +911	+1%	+$271K	8.39%	3
2019 Q2	$20.9M	Sell	70,905 -2,793	-4%	-$809K	8.86%	3
2019 Q1	$21M	Sell	73,698 -6,249	-8%	-$1.71M	9.41%	3
2018 Q4	$20.1M	Buy	79,947 +3,408	+4%	+$925K	9.52%	3
2018 Q3	$22.4K	Buy	76,539 +22,727	+42%	+$6.52M	0.54%	4
2018 Q2	$14.7M	Buy	53,812 +24,660	+85%	+$6.71M	5.76%	7
2018 Q1	$7.74M	Buy	29,152 +9,533	+49%	+$2.62M	3.17%	13
2017 Q4	$5.27M	Buy	19,619 +5,336	+37%	+$1.4M	2.07%	14
2017 Q3	$3.61M	Buy	14,283 +5,584	+64%	+$1.39M	1.35%	15
2017 Q2	$2.12M	Buy	8,699 +5,421	+165%	+$1.31M	0.83%	15
2017 Q1	$777	Buy	+3,278	New	+$767K	0.01%	14

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Strategic Point Investment Advisors's IVV Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q2 2026, buying an estimated $2.76M and bringing the position to 110,810 shares worth $83M. The position accounts for 10.81% of the portfolio, ranked #2.

Strategic Point Investment Advisors first reported a position in IVV in Q1 2017 and has held it in 38 quarters since. 1,872 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Strategic Point Investment Advisors held 110,810 shares of iShares Core S&P 500 ETF worth $83M as of Q2 2026.
Strategic Point Investment Advisors bought 3,793 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.76M.
iShares Core S&P 500 ETF made up 10.81% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #2 holding.
Strategic Point Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 38 quarters since.
1,872 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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