Valued Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Valued Wealth 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	$645K	Buy	861 +150	+21%	+$109K	0.23%	27
2026 Q1	$464K	Sell	711 -16	-2%	-$10.9K	0.19%	32
2025 Q4	$498K	Sell	727 -259	-26%	-$176K	0.22%	29
2025 Q3	$660K	Hold	986	–	–	0.31%	26
2025 Q2	$612K	Sell	986 -121	-11%	-$69.5K	0.32%	26
2025 Q1	$622K	Buy	1,107 +116	+12%	+$68.5K	0.37%	24
2024 Q4	$584K	Buy	991 +393	+66%	+$233K	0.37%	23
2024 Q3	$345K	Buy	598 +190	+47%	+$106K	0.22%	26
2024 Q2	$223K	Buy	408 +1	+0.2%	+$526	0.15%	32
2024 Q1	$214K	Buy	407 +31	+8%	+$15.5K	0.15%	31
2023 Q4	$161K	Buy	+376	New	+$168K	0.15%	29

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Valued Wealth Advisors's IVV Position: Q2 2026 in Review

Valued Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, buying an estimated $109K and bringing the position to 861 shares worth $645K. The position accounts for 0.23% of the portfolio, ranked #27.

Valued Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q3 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Valued Wealth Advisors held 861 shares of iShares Core S&P 500 ETF worth $645K as of Q2 2026.
Valued Wealth Advisors bought 150 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $109K.
iShares Core S&P 500 ETF made up 0.23% of Valued Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Valued Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's iShares Core S&P 500 ETF position peaked at $660K in Q3 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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