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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.67M Buy
10,241
+385
+4% +$280K 2.89% 12
2026
Q1
$6.44M Buy
9,856
+224
+2% +$153K 2.71% 12
2025
Q4
$6.6M Buy
9,632
+298
+3% +$202K 2.79% 11
2025
Q3
$6.25M Buy
9,334
+8,468
+978% +$5.45M 2.83% 11
2025
Q2
$538K Sell
866
-8,347
-91% -$4.79M 6.07% 5
2025
Q1
$5.18M Buy
9,213
+273
+3% +$161K 2.9% 8
2024
Q4
$5.26M Sell
8,940
-181
-2% -$107K 3.16% 9
2024
Q3
$5.26M Buy
9,121
+189
+2% +$105K 3.21% 9
2024
Q2
$4.89M Buy
8,932
+365
+4% +$192K 3.35% 9
2024
Q1
$4.5M Sell
8,567
-202
-2% -$101K 3.27% 9
2023
Q4
$4.19M Sell
8,769
-236
-3% -$106K 3.28% 10
2023
Q3
$3.87M Sell
9,005
-122
-1% -$54.6K 3.47% 10
2023
Q2
$4.07M Buy
+9,127
New +$3.85M 3.52% 10

Other funds holding IVV

Vawter Financial's IVV Position: Q2 2026 in Review

Vawter Financial increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, buying an estimated $280K and bringing the position to 10,241 shares worth $7.67M. The position accounts for 2.89% of the portfolio, ranked #12.

Vawter Financial first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vawter Financial held 10,241 shares of iShares Core S&P 500 ETF worth $7.67M as of Q2 2026.
  • Vawter Financial bought 385 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $280K.
  • iShares Core S&P 500 ETF made up 2.89% of Vawter Financial's portfolio in Q2 2026, its #12 holding.
  • Vawter Financial first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.