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Walkner Condon Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Walkner Condon Financial 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 		$26M Buy
34,743
+414
+1% +$301K 2.99% 5
2026
Q1 		$22.4M Sell
34,329
-224
-0.6% -$153K 2.96% 4
2025
Q4 		$23.7M Sell
34,553
-519
-1% -$352K 3.29% 4
2025
Q3 		$23.5M Buy
35,072
+3,482
+11% +$2.24M 3.72% 3
2025
Q2 		$19.6M Buy
31,590
+34
+0.1% +$19.5K 3.61% 3
2025
Q1 		$17.7M Sell
31,556
-354
-1% -$209K 3.59% 4
2024
Q4 		$18.8M Buy
31,910
+58
+0.2% +$34.3K 3.82% 2
2024
Q3 		$18.4M Buy
31,852
+222
+0.7% +$123K 3.75% 2
2024
Q2 		$17.3M Buy
31,630
+219
+0.7% +$115K 3.73% 2
2024
Q1 		$16.5M Buy
31,411
+1,158
+4% +$579K 3.5% 2
2023
Q4 		$14.4M Buy
30,253
+1,681
+6% +$752K 3.29% 2
2023
Q3 		$12.3M Buy
28,572
+227
+0.8% +$102K 3.25% 3
2023
Q2 		$12.6M Buy
28,345
+996
+4% +$420K 3.34% 3
2023
Q1 		$11.2M Buy
27,349
+309
+1% +$124K 3.15% 4
2022
Q4 		$10.4M Buy
27,040
+352
+1% +$136K 3.11% 4
2022
Q3 		$9.57M Buy
26,688
+265
+1% +$106K 3.08% 4
2022
Q2 		$10M Buy
26,423
+45
+0.2% +$18.5K 3.14% 5
2022
Q1 		$12M Buy
26,378
+24,436
+1,258% +$10.9M 3.4% 5
2021
Q4 		$926K Sell
1,942
-30
-2% -$13.8K 0.6% 47
2021
Q3 		$849K Buy
1,972
+788
+67% +$349K 0.42% 54
2021
Q2 		$508K Sell
1,184
-5
-0.4% -$2.1K 0.19% 98
2021
Q1 		$473K Buy
1,189
+296
+33% +$115K 0.18% 102
2020
Q4 		$335K Sell
893
-63
-7% -$22.4K 0.14% 99
2020
Q3 		$321K Buy
956
+197
+26% +$65.6K 0.17% 98
2020
Q2 		$235K Sell
759
-41
-5% -$12K 0.21% 53
2020
Q1 		$207K Sell
800
-370
-32% -$113K 0.22% 51
2019
Q4 		$378K Buy
+1,170
New +$362K 0.36% 44

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Walkner Condon Financial Advisors's IVV Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, buying an estimated $301K and bringing the position to 34,743 shares worth $26M. The position accounts for 2.99% of the portfolio, ranked #5.

Walkner Condon Financial Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Walkner Condon Financial Advisors held 34,743 shares of iShares Core S&P 500 ETF worth $26M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 414 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $301K.
  • iShares Core S&P 500 ETF made up 2.99% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.