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Summit Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Summit Investment Advisory Services’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 		$1.04M Buy
1,386
+1
+0.1% +$728 0.26% 33
2026
Q1 		$905K Sell
1,385
-6
-0.4% -$4.1K 0.34% 30
2025
Q4 		$953K Buy
1,391
+22
+2% +$14.9K 0.36% 30
2025
Q3 		$916K Buy
1,369
+8
+0.6% +$5.15K 0.37% 30
2025
Q2 		$845K Buy
1,361
+2
+0.1% +$1.15K 0.37% 29
2025
Q1 		$764K Sell
1,359
-118
-8% -$69.7K 0.37% 29
2024
Q4 		$869K Buy
1,477
+8
+0.5% +$4.74K 0.45% 28
2024
Q3 		$848K Buy
+1,469
New +$817K 0.45% 28
2024
Q2 		– Sell
-1,815
Closed -$954K – 69
2024
Q1 		$954K Buy
1,815
+290
+19% +$145K 0.57% 24
2023
Q4 		$728K Sell
1,525
-154
-9% -$68.9K 0.46% 29
2023
Q3 		$721K Sell
1,679
-386
-19% -$173K 0.53% 25
2023
Q2 		$921K Buy
2,065
+368
+22% +$155K 0.61% 21
2023
Q1 		$697K Buy
1,697
+12
+0.7% +$4.81K 0.5% 24
2022
Q4 		$647K Buy
+1,685
New +$650K 0.78% 19

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Summit Investment Advisory Services's IVV Position: Q2 2026 in Review

Summit Investment Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q2 2026, buying an estimated $728 and bringing the position to 1,386 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #33.

Summit Investment Advisory Services first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Summit Investment Advisory Services held 1,386 shares of iShares Core S&P 500 ETF worth $1.04M as of Q2 2026.
  • Summit Investment Advisory Services bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.26% of Summit Investment Advisory Services's portfolio in Q2 2026, its #33 holding.
  • Summit Investment Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.