Syntegra Private Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Syntegra Private Wealth Group’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	$648K	Sell	865 -5	-0.6%	-$3.64K	0.05%	96
2026 Q1	$568K	Buy	870 +78	+10%	+$53.3K	0.05%	97
2025 Q4	$543K	Buy	792 +17	+2%	+$11.5K	0.05%	98
2025 Q3	$519K	Hold	775	–	–	0.05%	98
2025 Q2	$481K	Hold	775	–	–	0.05%	100
2025 Q1	$435K	Sell	775 -22	-3%	-$13K	0.05%	91
2024 Q4	$469K	Hold	797	–	–	0.05%	86
2024 Q3	$460K	Hold	797	–	–	0.05%	86
2024 Q2	$436K	Buy	797 +15	+2%	+$7.89K	0.06%	86
2024 Q1	$411K	Buy	782 +23	+3%	+$11.5K	0.05%	87
2023 Q4	$363K	Hold	759	–	–	0.05%	87
2023 Q3	$326K	Buy	759 +67	+10%	+$30K	0.05%	88
2023 Q2	$309K	Sell	692 -671	-49%	-$283K	0.05%	101
2023 Q1	$560K	Buy	1,363 +693	+103%	+$278K	0.1%	60
2022 Q4	$258K	Buy	+670	New	+$259K	0.05%	91

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Syntegra Private Wealth Group's IVV Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.57% in Q2 2026, selling an estimated $3.64K and leaving 865 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #96.

Syntegra Private Wealth Group first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Syntegra Private Wealth Group held 865 shares of iShares Core S&P 500 ETF worth $648K as of Q2 2026.
Syntegra Private Wealth Group sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
iShares Core S&P 500 ETF made up 0.05% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #96 holding.
Syntegra Private Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.