Summit Financial Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Summit Financial Wealth 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	$4.37M	Buy	5,829 +252	+5%	+$184K	0.56%	36
2026 Q1	$3.64M	Buy	5,577 +1,725	+45%	+$1.18M	0.52%	37
2025 Q4	$2.64M	Sell	3,852 -1,839	-32%	-$1.25M	0.38%	46
2025 Q3	$3.82M	Buy	5,691 +711	+14%	+$458K	0.59%	37
2025 Q2	$3.09M	Sell	4,980 -10	-0.2%	-$5.74K	0.55%	37
2025 Q1	$2.8M	Sell	4,990 -200	-4%	-$118K	0.56%	36
2024 Q4	$3.12M	Sell	5,190 -3	-0.1%	-$1.78K	0.61%	36
2024 Q3	$3M	Buy	5,193 +82	+2%	+$45.6K	0.56%	38
2024 Q2	$2.8M	Sell	5,111 -19	-0.4%	-$9.99K	0.57%	36
2024 Q1	$2.7M	Sell	5,130 -663	-11%	-$332K	0.55%	35
2023 Q4	$2.77M	Hold	5,793	–	–	0.63%	34
2023 Q3	$2.54M	Sell	5,793 -343	-6%	-$153K	0.62%	35
2023 Q2	$2.73M	Buy	6,136 +42	+0.7%	+$17.7K	0.63%	34
2023 Q1	$2.51M	Buy	6,094 +267	+5%	+$107K	0.59%	33
2022 Q4	$2.24M	Buy	5,827 +4,937	+555%	+$1.91M	0.54%	36
2022 Q3	$340K	Sell	890 -192	-18%	-$76.7K	0.1%	88
2022 Q2	$430K	Buy	1,082 +3	+0.3%	+$1.23K	0.1%	85
2022 Q1	$490K	Sell	1,079 -406	-27%	-$182K	0.1%	80
2021 Q4	$712K	Sell	1,485 -58	-4%	-$26.7K	0.14%	66
2021 Q3	$665K	Sell	1,543 -62	-4%	-$27.5K	0.15%	62
2021 Q2	$690K	Sell	1,605 -103	-6%	-$43.1K	0.16%	64
2021 Q1	$641K	Sell	1,708 -266	-13%	-$103K	0.16%	59
2020 Q4	$663K	Buy	1,974 +189	+11%	+$67.3K	0.18%	56
2020 Q3	$591K	Sell	1,785 -769	-30%	-$256K	0.16%	64
2020 Q2	$810K	Sell	2,554 -153	-6%	-$44.9K	0.22%	54
2020 Q1	$720K	Buy	2,707 +687	+34%	+$211K	0.23%	58
2019 Q4	$656K	Sell	2,020 -84	-4%	-$26K	0.16%	75
2019 Q3	$627K	Sell	2,104 -333	-14%	-$99K	0.15%	86
2019 Q2	$718K	Sell	2,437 -2	-0.1%	-$580	0.18%	84
2019 Q1	$704K	Sell	2,439 -19	-0.8%	-$5.2K	0.19%	74
2018 Q4	$618K	Sell	2,458 -756	-24%	-$205K	0.2%	72
2018 Q3	$888K	Buy	3,214 +363	+13%	+$104K	0.27%	65
2018 Q2	$757K	Hold	2,851	–	–	0.25%	69
2018 Q1	$757K	Buy	2,851 +162	+6%	+$44.6K	0.25%	69
2017 Q4	$723K	Buy	2,689 +1,088	+68%	+$285K	0.25%	74
2017 Q3	$405K	Buy	1,601 +153	+11%	+$38K	0.15%	94
2017 Q2	$352K	Buy	+1,448	New	+$349K	0.14%	107

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

Summit Financial Wealth Advisors's IVV Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q2 2026, buying an estimated $184K and bringing the position to 5,829 shares worth $4.37M. The position accounts for 0.56% of the portfolio, ranked #36.

Summit Financial Wealth Advisors first reported a position in IVV in Q2 2017 and has held it in 37 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Summit Financial Wealth Advisors held 5,829 shares of iShares Core S&P 500 ETF worth $4.37M as of Q2 2026.
Summit Financial Wealth Advisors bought 252 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $184K.
iShares Core S&P 500 ETF made up 0.56% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Summit Financial Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 37 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.