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

Tactive 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 		$368K Sell
492
-129
-21% -$93.9K 0.09% 189
2026
Q1 		$406K Sell
621
-296
-32% -$202K 0.11% 168
2025
Q4 		$628K Sell
917
-361
-28% -$245K 0.18% 124
2025
Q3 		$855K Buy
1,278
+282
+28% +$182K 0.24% 96
2025
Q2 		$618K Buy
+996
New +$572K 0.2% 114

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

Tactive Advisors's IVV Position: Q2 2026 in Review

Tactive Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, selling an estimated $93.9K and leaving 492 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #189.

Tactive Advisors first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $855K in Q3 2025. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Tactive Advisors held 492 shares of iShares Core S&P 500 ETF worth $368K as of Q2 2026.
  • Tactive Advisors sold 129 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $93.9K.
  • iShares Core S&P 500 ETF made up 0.09% of Tactive Advisors's portfolio in Q2 2026, its #189 holding.
  • Tactive Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • Tactive Advisors's iShares Core S&P 500 ETF position peaked at $855K in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.