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

Toth Financial Advisory’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 		$2.72M Buy
3,636
+232
+7% +$169K 0.27% 93
2026
Q1 		$2.22M Buy
3,404
+163
+5% +$111K 0.24% 94
2025
Q4 		$2.22M Buy
3,241
+79
+2% +$53.6K 0.24% 95
2025
Q3 		$2.12M Buy
3,162
+588
+23% +$379K 0.23% 97
2025
Q2 		$1.6M Buy
2,574
+163
+7% +$93.6K 0.19% 104
2025
Q1 		$1.35M Sell
2,411
-210
-8% -$124K 0.16% 111
2024
Q4 		$1.54M Buy
2,621
+136
+5% +$80.5K 0.18% 107
2024
Q3 		$1.43M Buy
2,485
+151
+6% +$84K 0.17% 111
2024
Q2 		$1.28M Buy
2,334
+1,878
+412% +$988K 0.16% 111
2024
Q1 		$240K Sell
456
-114
-20% -$57K 0.03% 192
2023
Q4 		$272K Sell
570
-50
-8% -$22.4K 0.04% 196
2023
Q3 		$266K Hold
620
– – 0.04% 178
2023
Q2 		$276K Buy
620
+114
+23% +$48K 0.04% 174
2023
Q1 		$208K Buy
506
+100
+25% +$40.1K 0.03% 184
2022
Q4 		$156K Hold
406
– – 0.03% 202
2022
Q3 		$146K Buy
406
+378
+1,350% +$151K 0.03% 188
2022
Q2 		$11K Sell
28
-53
-65% -$21.8K ﹤0.01% 430
2022
Q1 		$37K Buy
81
+53
+189% +$23.7K 0.01% 317
2021
Q4 		$13K Hold
28
– – ﹤0.01% 458
2021
Q3 		$12K Sell
28
-2
-7% -$886 ﹤0.01% 459
2021
Q2 		$13K Hold
30
– – ﹤0.01% 429
2021
Q1 		$12K Hold
30
– – ﹤0.01% 447
2020
Q4 		$11K Hold
30
– – ﹤0.01% 398
2020
Q3 		$10K Hold
30
– – ﹤0.01% 375
2020
Q2 		$9K Hold
30
– – ﹤0.01% 363
2020
Q1 		$8K Hold
30
– – ﹤0.01% 293
2019
Q4 		$10K Buy
+30
New +$9.29K ﹤0.01% 299

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
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
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

Toth Financial Advisory's IVV Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, buying an estimated $169K and bringing the position to 3,636 shares worth $2.72M. The position accounts for 0.27% of the portfolio, ranked #93.

Toth Financial Advisory first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 2,182 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Toth Financial Advisory held 3,636 shares of iShares Core S&P 500 ETF worth $2.72M as of Q2 2026.
  • Toth Financial Advisory bought 232 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $169K.
  • iShares Core S&P 500 ETF made up 0.27% of Toth Financial Advisory's portfolio in Q2 2026, its #93 holding.
  • Toth Financial Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,182 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.