Wescott Financial Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wescott Financial Advisory Group’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	$57.6M	Buy	76,939 +1,820	+2%	+$1.33M	4.46%	4
2026 Q1	$49.1M	Buy	75,119 +4,254	+6%	+$2.9M	4.3%	4
2025 Q4	$48.5M	Buy	70,865 +1,963	+3%	+$1.33M	4.24%	4
2025 Q3	$46.1M	Buy	68,902 +783	+1%	+$504K	4.14%	6
2025 Q2	$42.3M	Buy	68,119 +2,052	+3%	+$1.18M	4.05%	6
2025 Q1	$37.1M	Sell	66,067 -3,041	-4%	-$1.8M	3.85%	6
2024 Q4	$40.7M	Buy	69,108 +2,018	+3%	+$1.19M	4.22%	5
2024 Q3	$38.7M	Buy	67,090 +1,015	+2%	+$564K	4.16%	5
2024 Q2	$36.2M	Buy	66,075 +1,389	+2%	+$730K	4.2%	5
2024 Q1	$34M	Buy	64,686 +5,530	+9%	+$2.77M	4.23%	6
2023 Q4	$28.3M	Buy	59,156 +2,737	+5%	+$1.23M	3.96%	7
2023 Q3	$24.2M	Sell	56,419 -1,202	-2%	-$538K	4.43%	7
2023 Q2	$25.7M	Sell	57,621 -6,475	-10%	-$2.73M	4.54%	7
2023 Q1	$26.3M	Sell	64,096 -1,296	-2%	-$520K	5.73%	4
2022 Q4	$25.1M	Sell	65,392 -620	-0.9%	-$239K	5.42%	5
2022 Q3	$23.7M	Buy	66,012 +1,519	+2%	+$607K	6.59%	4
2022 Q2	$24.5M	Sell	64,493 -1,996	-3%	-$821K	6.64%	4
2022 Q1	$30.2M	Buy	66,489 +64,709	+3,635%	+$28.9M	7.77%	3
2021 Q4	$849K	Buy	1,780 +573	+47%	+$264K	0.44%	29
2021 Q3	$520K	Buy	1,207 +173	+17%	+$76.7K	0.29%	38
2021 Q2	$456K	Buy	+1,034	New	+$433K	0.27%	41

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Wescott Financial Advisory Group's IVV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, buying an estimated $1.33M and bringing the position to 76,939 shares worth $57.6M. The position accounts for 4.46% of the portfolio, ranked #4.

Wescott Financial Advisory Group first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wescott Financial Advisory Group held 76,939 shares of iShares Core S&P 500 ETF worth $57.6M as of Q2 2026.
Wescott Financial Advisory Group bought 1,820 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.33M.
iShares Core S&P 500 ETF made up 4.46% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #4 holding.
Wescott Financial Advisory Group first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.