Verum Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Verum Partners’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	$17.8M	Sell	23,767 -224	-0.9%	-$163K	2.66%	10
2026 Q1	$15.7M	Sell	23,991 -311	-1%	-$212K	2.98%	11
2025 Q4	$16.6M	Sell	24,302 -454	-2%	-$308K	3.36%	8
2025 Q3	$16.6M	Sell	24,756 -146	-0.6%	-$94K	3.52%	7
2025 Q2	$15.5M	Sell	24,902 -24	-0.1%	-$13.8K	3.56%	8
2025 Q1	$14M	Sell	24,926 -302	-1%	-$178K	3.78%	8
2024 Q4	$14.9M	Sell	25,228 -872	-3%	-$516K	4.27%	6
2024 Q3	$15.1M	Sell	26,100 -806	-3%	-$448K	4.41%	5
2024 Q2	$14.7M	Sell	26,906 -870	-3%	-$457K	4.75%	5
2024 Q1	$14.6M	Sell	27,776 -2,634	-9%	-$1.32M	5.19%	3
2023 Q4	$14.5M	Sell	30,410 -3,172	-9%	-$1.42M	5.74%	3
2023 Q3	$14.4M	Buy	33,582 +25,279	+304%	+$11.3M	6.45%	2
2023 Q2	$3.7M	Sell	8,303 -3,129	-27%	-$1.32M	3.36%	7
2023 Q1	$4.7M	Sell	11,432 -56	-0.5%	-$22.5K	5.02%	4
2022 Q4	$4.41M	Buy	+11,488	New	+$4.43M	5.42%	3

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

Verum Partners's IVV Position: Q2 2026 in Review

Verum Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.93% in Q2 2026, selling an estimated $163K and leaving 23,767 shares worth $17.8M. The position accounts for 2.66% of the portfolio, ranked #10.

Verum Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Verum Partners held 23,767 shares of iShares Core S&P 500 ETF worth $17.8M as of Q2 2026.
Verum Partners sold 224 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $163K.
iShares Core S&P 500 ETF made up 2.66% of Verum Partners's portfolio in Q2 2026, its #10 holding.
Verum Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.