VF
IVV icon

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

Vawter Financial’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 		$7.67M Buy
10,241
+392
+4% +$285K 2.89% 12
2026
Q1 		$6.43M Buy
9,849
+220
+2% +$150K 2.71% 12
2025
Q4 		$6.6M Buy
9,629
+298
+3% +$202K 2.78% 11
2025
Q3 		$6.25M Buy
9,331
+8,465
+977% +$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 Buy
8,769
+520
+6% +$233K 3.28% 10
2023
Q3 		$3.54M Sell
8,249
-878
-10% -$393K 4.02% 9
2023
Q2 		$4.07M Buy
+9,127
New +$3.85M 3.52% 10

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Vawter Financial's IVV Position: Q2 2026 in Review

Vawter Financial increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, buying an estimated $285K 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. 2,050 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 392 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $285K.
  • 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.
  • 2,050 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.