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

Wellspring 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 		$347M Buy
4,794,502
+4,389,884
+1,085% +$3.2B 22.87% 1
2026
Q1 		$264M Buy
404,618
+6,351
+2% +$4.34M 19.82% 1
2025
Q4 		$273M Sell
398,267
-4,904
-1% -$3.33M 21.57% 1
2025
Q3 		$270M Sell
403,171
-87,781
-18% -$56.5M 24.79% 1
2025
Q2 		$305M Buy
490,952
+8,044
+2% +$4.62M 30.61% 1
2025
Q1 		$271M Sell
482,908
-5,147
-1% -$3.04M 30.19% 1
2024
Q4 		$287M Buy
488,055
+96,347
+25% +$57M 30.02% 1
2024
Q3 		$226M Buy
391,708
+14,902
+4% +$8.29M 26.95% 1
2024
Q2 		$206M Buy
376,806
+84,807
+29% +$44.6M 28.05% 1
2024
Q1 		$154M Buy
291,999
+236,704
+428% +$118M 24.25% 1
2023
Q4 		$26.4M Buy
55,295
+18,817
+52% +$8.42M 6.57% 3
2023
Q3 		$15.7M Buy
36,478
+1,100
+3% +$492K 4.58% 5
2023
Q2 		$15.8M Buy
35,378
+632
+2% +$266K 4.46% 6
2023
Q1 		$14.3M Buy
34,746
+6,556
+23% +$2.63M 4.24% 6
2022
Q4 		$10.8M Sell
28,190
-2,343
-8% -$904K 3.6% 7
2022
Q3 		$11M Buy
30,533
+37
+0.1% +$14.8K 4.05% 7
2022
Q2 		$11.6M Sell
30,496
-2,762
-8% -$1.14M 4.03% 7
2022
Q1 		$15.1M Buy
33,258
+4,597
+16% +$2.06M 4.45% 6
2021
Q4 		$13.7M Buy
28,661
+841
+3% +$388K 3.81% 8
2021
Q3 		$12M Buy
27,820
+135
+0.5% +$59.8K 3.61% 8
2021
Q2 		$11.9M Sell
27,685
-4,780
-15% -$2M 3.74% 8
2021
Q1 		$8.39M Buy
32,465
+3,196
+11% +$1.24M 4.05% 8
2020
Q4 		$11M Sell
29,269
-3,854
-12% -$1.37M 3.83% 8
2020
Q3 		$11.1M Buy
33,123
+941
+3% +$313K 4.36% 7
2020
Q2 		$9.97M Sell
32,182
-283
-0.9% -$83.1K 4.11% 8
2020
Q1 		$8.39M Buy
+32,465
New +$9.95M 4.05% 8

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Wellspring Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1,085% in Q2 2026, buying an estimated $3.2B and bringing the position to 4,794,502 shares worth $347M. The position accounts for 22.87% of the portfolio, ranked #1.

Wellspring Financial Advisors first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. 1,532 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wellspring Financial Advisors held 4,794,502 shares of iShares Core S&P 500 ETF worth $347M as of Q2 2026.
  • Wellspring Financial Advisors bought 4,389,884 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.2B.
  • iShares Core S&P 500 ETF made up 22.87% of Wellspring Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Wellspring Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,532 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.