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SWP Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

SWP Financial’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 		$35.3M Buy
47,201
+16,866
+56% +$12.3M 16.35% 1
2026
Q1 		$19.8M Buy
30,335
+3,193
+12% +$2.18M 10.11% 1
2025
Q4 		$18.6M Sell
27,142
-3,931
-13% -$2.67M 9.33% 2
2025
Q3 		$20.8M Buy
31,073
+246
+0.8% +$158K 10.6% 1
2025
Q2 		$19.1M Sell
30,827
-6,721
-18% -$3.86M 10.51% 1
2025
Q1 		$21.1M Sell
37,548
-771
-2% -$455K 12.89% 1
2024
Q4 		$22.6M Buy
38,319
+8,072
+27% +$4.78M 13.61% 1
2024
Q3 		$17.4M Sell
30,247
-6,207
-17% -$3.45M 10.65% 1
2024
Q2 		$19.9M Buy
36,454
+512
+1% +$269K 13.18% 1
2024
Q1 		$18.8M Buy
35,942
+970
+3% +$485K 13.19% 1
2023
Q4 		$16.7M Buy
+34,972
New +$15.7M 12.96% 1

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

SWP Financial's IVV Position: Q2 2026 in Review

SWP Financial increased its iShares Core S&P 500 ETF (IVV) stake by 56% in Q2 2026, buying an estimated $12.3M and bringing the position to 47,201 shares worth $35.3M. The position accounts for 16.35% of the portfolio, ranked #1.

SWP Financial first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,309 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SWP Financial held 47,201 shares of iShares Core S&P 500 ETF worth $35.3M as of Q2 2026.
  • SWP Financial bought 16,866 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.3M.
  • iShares Core S&P 500 ETF made up 16.35% of SWP Financial's portfolio in Q2 2026, its #1 holding.
  • SWP Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,309 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.