Sylvest Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sylvest 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	$218K	Buy	+292	New	+$213K	0.1%	77

Other funds holding IVV

Wealth Enhancement Advisory Services

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Sylvest Advisors's IVV Position: Q2 2026 in Review

Sylvest Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 292 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings.

1,199 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sylvest Advisors held 292 shares of iShares Core S&P 500 ETF worth $218K as of Q2 2026.
iShares Core S&P 500 ETF was a new Sylvest Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of Sylvest Advisors's portfolio in Q2 2026, its #77 holding.
1,199 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.