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

Univest Financial's IVV Position: Q2 2026 in Review

Univest Financial increased its iShares Core S&P 500 ETF (IVV) stake by 71% in Q2 2026, buying an estimated $2.05M and bringing the position to 6,769 shares worth $5.07M. The position accounts for 0.25% of the portfolio, ranked #71.

Univest Financial first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

• Univest Financial held 6,769 shares of iShares Core S&P 500 ETF worth $5.07M as of Q2 2026.
• Univest Financial bought 2,809 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.05M.
• iShares Core S&P 500 ETF made up 0.25% of Univest Financial's portfolio in Q2 2026, its #71 holding.
• Univest Financial first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
• 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.