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

Ulland Investment 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	$37K	Sell	50 -48	-49%	-$35K	0.03%	134
2026 Q1	$64K	Hold	98	–	–	0.05%	109
2025 Q4	$67K	Sell	98 -5	-5%	-$3.4K	0.05%	106
2025 Q3	$69K	Buy	103 +48	+87%	+$30.9K	0.05%	107
2025 Q2	$34K	Hold	55	–	–	0.03%	123
2025 Q1	$31K	Hold	55	–	–	0.03%	133
2024 Q4	$32K	Buy	+55	New	+$32.6K	0.02%	130

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Ulland Investment Advisors's IVV Position: Q2 2026 in Review

Ulland Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 49% in Q2 2026, selling an estimated $35K and leaving 50 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #134.

Ulland Investment Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $69K in Q3 2025. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ulland Investment Advisors held 50 shares of iShares Core S&P 500 ETF worth $37K as of Q2 2026.
Ulland Investment Advisors sold 48 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35K.
iShares Core S&P 500 ETF made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #134 holding.
Ulland Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Ulland Investment Advisors's iShares Core S&P 500 ETF position peaked at $69K in Q3 2025.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.