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

Websterrogers 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 		$203K Buy
+270
New +$197K 0.05% 101
2026
Q1 		– Sell
-296
Closed -$203K – 98
2025
Q4 		$203K Sell
296
-17
-5% -$11.5K 0.06% 94
2025
Q3 		$210K Buy
+313
New +$202K 0.06% 89

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Websterrogers Financial Advisors's IVV Position: Q2 2026 in Review

Websterrogers Financial Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 270 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: Websterrogers Financial Advisors previously reported a position in IVV as recently as Q4 2025.

Websterrogers Financial Advisors first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q3 2025. 1,826 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Websterrogers Financial Advisors held 270 shares of iShares Core S&P 500 ETF worth $203K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Websterrogers Financial Advisors position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.05% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Websterrogers Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Websterrogers Financial Advisors's iShares Core S&P 500 ETF position peaked at $210K in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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