UFA
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Unify Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Unify Financial 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 		$10.7M Buy
14,291
+2,842
+25% +$2.07M 9.88% 1
2026
Q1 		$7.48M Buy
11,449
+1,709
+18% +$1.17M 7.76% 2
2025
Q4 		$6.67M Buy
+9,740
New +$6.61M 6.95% 2

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Unify Financial Advisors's IVV Position: Q2 2026 in Review

Unify Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q2 2026, buying an estimated $2.07M and bringing the position to 14,291 shares worth $10.7M. The position accounts for 9.88% of the portfolio, ranked #1.

Unify Financial Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 1,260 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Unify Financial Advisors held 14,291 shares of iShares Core S&P 500 ETF worth $10.7M as of Q2 2026.
  • Unify Financial Advisors bought 2,842 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.07M.
  • iShares Core S&P 500 ETF made up 9.88% of Unify Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Unify Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,260 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.