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

Walker Financial Services’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	$211K	Sell	282 -209	-43%	-$152K	0.07%	44
2026 Q1	$321K	Buy	491 +1	+0.2%	+$683	0.11%	37
2025 Q4	$336K	Sell	490 -19	-4%	-$12.9K	0.12%	36
2025 Q3	$340K	Buy	509 +20	+4%	+$12.9K	0.13%	36
2025 Q2	$303K	Hold	489	–	–	0.14%	29
2025 Q1	$275K	Buy	489 +1	+0.2%	+$591	0.14%	25
2024 Q4	$288K	Sell	488 -1	-0.2%	-$592	0.17%	24
2024 Q3	$282K	Hold	489	–	–	0.19%	25
2024 Q2	$267K	Sell	489 -16	-3%	-$8.41K	0.21%	23
2024 Q1	$265K	Buy	+505	New	+$253K	0.22%	24

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Walker Financial Services's IVV Position: Q2 2026 in Review

Walker Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 43% in Q2 2026, selling an estimated $152K and leaving 282 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #44.

Walker Financial Services first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $340K in Q3 2025. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Walker Financial Services held 282 shares of iShares Core S&P 500 ETF worth $211K as of Q2 2026.
Walker Financial Services sold 209 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $152K.
iShares Core S&P 500 ETF made up 0.07% of Walker Financial Services's portfolio in Q2 2026, its #44 holding.
Walker Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Walker Financial Services's iShares Core S&P 500 ETF position peaked at $340K in Q3 2025.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.