UFA
IVV icon

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

Uptown 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 		$1.97M Sell
2,631
-30
-1% -$21.8K 1.3% 19
2026
Q1 		$1.74M Buy
2,661
+69
+3% +$47.1K 1.38% 20
2025
Q4 		$1.78M Buy
2,592
+300
+13% +$204K 1.27% 19
2025
Q3 		$1.53M Hold
2,292
– – 1.26% 19
2025
Q2 		$1.42M Hold
2,292
– – 1.22% 22
2025
Q1 		$1.29M Hold
2,292
– – 1.31% 19
2024
Q4 		$1.35M Buy
+2,292
New +$1.36M 1.46% 19

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Uptown Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, selling an estimated $21.8K and leaving 2,631 shares worth $1.97M. The position accounts for 1.3% of the portfolio, ranked #19.

Uptown Financial Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Uptown Financial Advisors held 2,631 shares of iShares Core S&P 500 ETF worth $1.97M as of Q2 2026.
  • Uptown Financial Advisors sold 30 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Core S&P 500 ETF made up 1.3% of Uptown Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Uptown Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.