Verus Financial Partners’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 | $35.6M | Sell |
47,569
-293
| -0.6% | -$213K | 3.05% | 11 |
|
|
2026
Q1 | $33.7M | Buy |
47,862
+9
| +0% | +$6.15K | 3.03% | 11 |
|
|
2025
Q4 | $33.3M | Sell |
47,853
-490
| -1% | -$333K | 3.06% | 10 |
|
|
2025
Q3 | $32.4M | Sell |
48,343
-415
| -0.9% | -$267K | 3.11% | 10 |
|
|
2025
Q2 | $30.6M | Sell |
48,758
-79
| -0.2% | -$45.4K | 3.11% | 10 |
|
|
2025
Q1 | $26.4M | Buy |
48,837
+771
| +2% | +$455K | 3.01% | 11 |
|
|
2024
Q4 | $28M | Sell |
48,066
-979
| -2% | -$579K | 3.15% | 11 |
|
|
2024
Q3 | $28M | Sell |
49,045
-85
| -0.2% | -$47.3K | 3.07% | 11 |
|
|
2024
Q2 | $26.9M | Sell |
49,130
-890
| -2% | -$468K | 3.13% | 11 |
|
|
2024
Q1 | $26.3M | Buy |
50,020
+89
| +0.2% | +$44.5K | 3.08% | 11 |
|
|
2023
Q4 | $24.5M | Sell |
49,931
-5,600
| -10% | -$2.51M | 3.03% | 11 |
|
|
2023
Q3 | $24.1M | Buy |
55,531
+201
| +0.4% | +$89.9K | 3.14% | 10 |
|
|
2023
Q2 | $25.3M | Sell |
55,330
-2,049
| -4% | -$863K | 3.19% | 12 |
|
|
2023
Q1 | $23.3M | Sell |
57,379
-1,168
| -2% | -$468K | 3.18% | 10 |
|
|
2022
Q4 | $23.9M | Sell |
58,547
-265
| -0.5% | -$102K | 3.29% | 11 |
|
|
2022
Q3 | $21.9M | Sell |
58,812
-1,612
| -3% | -$644K | 3.32% | 11 |
|
|
2022
Q2 | $24.2M | Sell |
60,424
-1,506
| -2% | -$619K | 3.47% | 12 |
|
|
2022
Q1 | $27.3M | Sell |
61,930
-6,255
| -9% | -$2.8M | 3.87% | 10 |
|
|
2021
Q4 | $32.5M | Sell |
68,185
-272
| -0.4% | -$125K | 4.3% | 9 |
|
|
2021
Q3 | $30.7M | Sell |
68,457
-324
| -0.5% | -$144K | 4.6% | 8 |
|
|
2021
Q2 | $29.8M | Sell |
68,781
-1,554
| -2% | -$651K | 4.55% | 8 |
|
|
2021
Q1 | $28.7M | Sell |
70,335
-2,858
| -4% | -$1.11M | 4.55% | 8 |
|
|
2020
Q4 | $27.5M | Buy |
73,193
+59,509
| +435% | +$21.2M | 4.71% | 8 |
|
|
2020
Q3 | $4.6M | Sell |
13,684
-60,479
| -82% | -$20.1M | 1.68% | 13 |
|
|
2020
Q2 | $23M | Sell |
74,163
-178
| -0.2% | -$52.3K | 4.95% | 8 |
|
|
2020
Q1 | $19.2M | Sell |
74,341
-714
| -1% | -$219K | 5.86% | 6 |
|
|
2019
Q4 | $24.3M | Sell |
75,055
-4,774
| -6% | -$1.48M | 7.33% | 5 |
|
|
2019
Q3 | $23.8M | Buy |
79,829
+59,467
| +292% | +$17.7M | 7.81% | 5 |
|
|
2019
Q2 | $1.12M | Sell |
20,362
-61,905
| -75% | -$17.9M | 0.38% | 18 |
|
|
2019
Q1 | $23.4M | Buy |
82,267
+108
| +0.1% | +$29.5K | 8.27% | 5 |
|
|
2018
Q4 | $24.1M | Hold |
82,159
| – | – | 8.63% | 5 |
|
|
2018
Q3 | $24.1M | Sell |
82,159
-98
| -0.1% | -$28.1K | 8.63% | 5 |
|
|
2018
Q2 | $22.5M | Sell |
82,257
-2,084
| -2% | -$567K | 8.47% | 5 |
|
|
2018
Q1 | $22.4M | Buy |
84,341
+73,720
| +694% | +$20.3M | 8.48% | 5 |
|
|
2017
Q4 | $477K | Sell |
10,621
-76,504
| -88% | -$20M | 0.17% | 25 |
|
|
2017
Q3 | $22M | Sell |
87,125
-8,055
| -8% | -$2M | 8.52% | 5 |
|
|
2017
Q2 | $23.2M | Sell |
95,180
-14,218
| -13% | -$3.43M | 9.35% | 5 |
|
|
2017
Q1 | $26M | Sell |
109,398
-26,569
| -20% | -$6.21M | 10.65% | 5 |
|
|
2016
Q4 | $30.6M | Buy |
135,967
+268
| +0.2% | +$58.9K | 13.28% | 3 |
|
|
2016
Q3 | $29.5M | Sell |
135,699
-1,167
| -0.9% | -$254K | 13.13% | 3 |
|
|
2016
Q2 | $28.8M | Buy |
136,866
+388
| +0.3% | +$80.9K | 12.96% | 3 |
|
|
2016
Q1 | $28.2M | Buy |
136,478
+13
| +0% | +$2.55K | 13% | 3 |
|
|
2015
Q4 | $28M | Buy |
136,465
+3
| +0% | +$620 | 13.2% | 3 |
|
|
2015
Q3 | $26.3M | Buy |
136,462
+443
| +0.3% | +$90.4K | 14.03% | 3 |
|
|
2015
Q2 | $28.2M | Buy |
136,019
+354
| +0.3% | +$74.9K | 14.29% | 3 |
|
|
2015
Q1 | $28.2M | Sell |
135,665
-1,751
| -1% | -$364K | 14.31% | 3 |
|
|
2014
Q4 | $28.4M | Buy |
137,416
+2,185
| +2% | +$442K | 15.23% | 3 |
|
|
2014
Q3 | $26.8M | Sell |
135,231
-1,691
| -1% | -$337K | 15.07% | 3 |
|
|
2014
Q2 | $27M | Sell |
136,922
-3,700
| -3% | -$708K | 15.08% | 3 |
|
|
2014
Q1 | $26.5M | Sell |
140,622
-3,886
| -3% | -$718K | 14.66% | 3 |
|
|
2013
Q4 | $26.8M | Buy |
144,508
+2,602
| +2% | +$463K | 13.96% | 3 |
|
|
2013
Q3 | $24M | Buy |
141,906
+2,935
| +2% | +$495K | 13.09% | 3 |
|
|
2013
Q2 | $22.4M | Buy |
+138,971
| New | +$22.5M | 12.73% | 3 |
|
Other funds holding IVV
AG
PAS
JIC
NFA
Verus Financial Partners's IVV Position: Q2 2026 in Review
Verus Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, selling an estimated $213K and leaving 47,569 shares worth $35.6M. The position accounts for 3.05% of the portfolio, ranked #11.
Verus Financial Partners first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Verus Financial Partners held 47,569 shares of iShares Core S&P 500 ETF worth $35.6M as of Q2 2026.
- Verus Financial Partners sold 293 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $213K.
- iShares Core S&P 500 ETF made up 3.05% of Verus Financial Partners's portfolio in Q2 2026, its #11 holding.
- Verus Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
- 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.