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

West 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	$7.49K	Hold	10	–	–	﹤0.01%	144
2026 Q1	$6.53K	Hold	10	–	–	﹤0.01%	146
2025 Q4	$6.85K	Buy	+10	New	+$6.79K	﹤0.01%	161
2023 Q3	–	Sell	-520	Closed	-$232K	–	210
2023 Q2	$232K	Hold	520	–	–	0.06%	50
2023 Q1	$214K	Hold	520	–	–	0.06%	50
2022 Q4	$200K	Sell	520 -109	-17%	-$42.1K	0.06%	48
2022 Q3	$226K	Buy	629 +109	+21%	+$43.5K	0.07%	50
2022 Q2	$197K	Hold	520	–	–	0.06%	52
2022 Q1	$236K	Sell	520 -67	-11%	-$30K	0.06%	52
2021 Q4	$280K	Hold	587	–	–	0.08%	53
2021 Q3	$253K	Buy	587 +67	+13%	+$29.7K	0.07%	48
2021 Q2	$224K	Hold	520	–	–	0.07%	46
2021 Q1	$207K	Hold	520	–	–	0.07%	45
2020 Q4	$195K	Buy	+520	New	+$185K	0.07%	45

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

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

West Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 10 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

West Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 14 quarters since. The position peaked at $280K in Q4 2021. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

West Financial Advisors held 10 shares of iShares Core S&P 500 ETF worth $7.49K as of Q2 2026.
West Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #144 holding.
West Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 14 quarters since.
West Financial Advisors's iShares Core S&P 500 ETF position peaked at $280K in Q4 2021.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.