Waycross Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Waycross Investment Management’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	$212K	Buy	+283	New	+$206K	0.16%	59

Other funds holding IVV

Wealth Enhancement Advisory Services

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Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Waycross Investment Management's IVV Position: Q2 2026 in Review

Waycross Investment Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 283 shares worth $212K. The stake represents 0.16% of the portfolio and ranks #59 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Waycross Investment Management held 283 shares of iShares Core S&P 500 ETF worth $212K as of Q2 2026.
iShares Core S&P 500 ETF was a new Waycross Investment Management position in Q2 2026.
iShares Core S&P 500 ETF made up 0.16% of Waycross Investment Management's portfolio in Q2 2026, its #59 holding.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.