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

Victory Financial Group’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	$1.63M	Buy	2,179 +801	+58%	+$583K	0.17%	99
2026 Q1	$900K	Buy	1,378 +119	+9%	+$81.3K	0.11%	132
2025 Q4	$862K	Buy	1,259 +137	+12%	+$93K	0.11%	127
2025 Q3	$751K	Buy	1,122 +252	+29%	+$162K	0.1%	111
2025 Q2	$540K	Sell	870 -175	-17%	-$100K	0.09%	119
2025 Q1	$587K	Sell	1,045 -323	-24%	-$191K	0.11%	95
2024 Q4	$806K	Buy	+1,368	New	+$810K	0.21%	62
2024 Q2	$352K	Buy	644 +136	+27%	+$71.5K	0.16%	55
2024 Q1	$267K	Buy	+508	New	+$254K	0.16%	45

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

Victory Financial Group's IVV Position: Q2 2026 in Review

Victory Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 58% in Q2 2026, buying an estimated $583K and bringing the position to 2,179 shares worth $1.63M. The position accounts for 0.17% of the portfolio, ranked #99.

Victory Financial Group first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Victory Financial Group held 2,179 shares of iShares Core S&P 500 ETF worth $1.63M as of Q2 2026.
Victory Financial Group bought 801 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $583K.
iShares Core S&P 500 ETF made up 0.17% of Victory Financial Group's portfolio in Q2 2026, its #99 holding.
Victory Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.