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

VERITY 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 		$28.3M Hold
37,776
– – 17.09% 2
2026
Q1 		$24.7M Sell
37,776
-74
-0.2% -$50.5K 16.48% 2
2025
Q4 		$25.9M Hold
37,850
– – 16.09% 2
2025
Q3 		$25.3M Hold
37,850
– – 16% 2
2025
Q2 		$23.5M Sell
37,850
-34
-0.1% -$19.5K 15.79% 2
2025
Q1 		$21.3M Hold
37,884
– – 15.78% 2
2024
Q4 		$22.3M Hold
37,884
– – 16.1% 2
2024
Q3 		$21.9M Sell
37,884
-65
-0.2% -$36.1K 15.36% 2
2024
Q2 		$20.8M Sell
37,949
-86
-0.2% -$45.2K 15.56% 2
2024
Q1 		$20M Sell
38,035
-59
-0.2% -$29.5K 15.34% 2
2023
Q4 		$18.2M Sell
38,094
-155
-0.4% -$69.4K 15.64% 2
2023
Q3 		$16.4M Buy
38,249
+74
+0.2% +$33.1K 15.46% 2
2023
Q2 		$17M Sell
38,175
-144
-0.4% -$60.7K 15.28% 2
2023
Q1 		$15.8M Sell
38,319
-19
-0% -$7.62K 14.61% 2
2022
Q4 		$14.7M Sell
38,338
-114
-0.3% -$44K 14.45% 2
2022
Q3 		$13.8M Hold
38,452
– – 14.15% 2
2022
Q2 		$14.6M Sell
38,452
-215
-0.6% -$88.4K 14.17% 2
2022
Q1 		$17.5M Buy
38,667
+290
+0.8% +$130K 15.5% 2
2021
Q4 		$18.3M Sell
38,377
-2,065
-5% -$952K 15.2% 2
2021
Q3 		$17.4M Hold
40,442
– – 15.58% 2
2021
Q2 		$17.4M Sell
40,442
-73
-0.2% -$30.6K 15.77% 2
2021
Q1 		$16.1M Sell
40,515
-20
-0% -$7.74K 14.27% 2
2020
Q4 		$15.2M Sell
40,535
-4
-0% -$1.42K 13.83% 2
2020
Q3 		$13.6M Buy
40,539
+595
+1% +$198K 13.91% 2
2020
Q2 		$12.4M Hold
39,944
– – 13.22% 2
2020
Q1 		$10.3M Buy
39,944
+18,987
+91% +$5.82M 14.03% 2
2019
Q4 		$6.77M Buy
20,957
+1
+0% +$309 6.52% 3
2019
Q3 		$6.26M Sell
20,956
-102
-0.5% -$30.3K 6.16% 4
2019
Q2 		$6.21M Buy
21,058
+4
+0% +$1.16K 6.11% 4
2019
Q1 		$5.99M Buy
21,054
+47
+0.2% +$12.9K 6.12% 4
2018
Q4 		$5.29M Buy
+21,007
New +$5.7M 6.08% 4

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

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

VERITY Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 37,776 shares worth $28.3M. The position accounts for 17.09% of the portfolio, ranked #2.

VERITY Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • VERITY Wealth Advisors held 37,776 shares of iShares Core S&P 500 ETF worth $28.3M as of Q2 2026.
  • VERITY Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 17.09% of VERITY Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • VERITY Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.