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

West Paces 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	$5.14M	Sell	6,865 -335	-5%	-$244K	0.86%	17
2026 Q1	$4.7M	Hold	7,200	–	–	0.91%	17
2025 Q4	$4.93M	Sell	7,200 -43	-0.6%	-$29.2K	0.95%	18
2025 Q3	$4.85M	Sell	7,243 -68	-0.9%	-$43.8K	0.96%	20
2025 Q2	$4.54M	Buy	7,311 +1,351	+23%	+$776K	0.97%	19
2025 Q1	$3.35M	Buy	5,960 +202	+4%	+$119K	0.76%	19
2024 Q4	$3.39M	Buy	5,758 +151	+3%	+$89.4K	0.83%	21
2024 Q3	$3.23M	Sell	5,607 -39	-0.7%	-$21.7K	0.79%	19
2024 Q2	$3.09M	Buy	5,646 +99	+2%	+$52.1K	0.81%	19
2024 Q1	$2.92M	Sell	5,547 -78	-1%	-$39K	0.77%	18
2023 Q4	$2.69M	Sell	5,625 -146	-3%	-$65.3K	0.75%	19
2023 Q3	$2.48M	Sell	5,771 -175	-3%	-$78.3K	0.78%	18
2023 Q2	$2.65M	Buy	5,946 +155	+3%	+$65.3K	0.78%	18
2023 Q1	$2.38M	Sell	5,791 -49	-0.8%	-$19.6K	0.74%	20
2022 Q4	$2.24M	Buy	5,840 +1,006	+21%	+$388K	0.71%	21
2022 Q3	$1.73M	Sell	4,834 -33	-0.7%	-$13.2K	0.62%	22
2022 Q2	$1.85M	Buy	4,867 +197	+4%	+$81K	0.63%	24
2022 Q1	$2.12M	Sell	4,670 -113	-2%	-$50.5K	0.66%	21
2021 Q4	$2.28M	Sell	4,783 -17	-0.4%	-$7.83K	0.71%	22
2021 Q3	$2.07M	Buy	4,800 +38	+0.8%	+$16.8K	0.73%	20
2021 Q2	$2.05M	Sell	4,762 -48	-1%	-$20.1K	0.75%	19
2021 Q1	$1.91M	Sell	4,810 -178	-4%	-$68.9K	0.77%	18
2020 Q4	$1.87M	Buy	4,988 +11	+0.2%	+$3.92K	0.83%	17
2020 Q3	$1.67M	Sell	4,977 -30	-0.6%	-$9.98K	0.86%	17
2020 Q2	$1.55M	Sell	5,007 -103	-2%	-$30.2K	0.84%	17
2020 Q1	$1.32M	Buy	5,110 +658	+15%	+$202K	0.84%	21
2019 Q4	$1.44M	Buy	4,452 +115	+3%	+$35.6K	0.78%	22
2019 Q3	$1.29M	Hold	4,337	–	–	0.77%	23
2019 Q2	$1.28M	Buy	4,337 +76	+2%	+$22K	0.8%	23
2019 Q1	$1.21M	Buy	4,261 +1	+0%	+$273	0.85%	22
2018 Q4	$1.07M	Buy	4,260 +723	+20%	+$196K	0.83%	28
2018 Q3	$1.04M	Hold	3,537	–	–	0.75%	27
2018 Q2	$966K	Buy	3,537 +1,200	+51%	+$326K	0.72%	28
2018 Q1	$620K	Buy	2,337 +238	+11%	+$65.5K	0.46%	51
2017 Q4	$564K	Buy	2,099 +99	+5%	+$25.9K	0.42%	58
2017 Q3	$506K	Hold	2,000	–	–	0.38%	60
2017 Q2	$487K	Hold	2,000	–	–	0.39%	64
2017 Q1	$475K	Hold	2,000	–	–	0.38%	63
2016 Q4	$450K	Buy	+2,000	New	+$440K	0.42%	61

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

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

West Paces Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.7% in Q2 2026, selling an estimated $244K and leaving 6,865 shares worth $5.14M. The position accounts for 0.86% of the portfolio, ranked #17.

West Paces Advisors first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. 2,279 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

West Paces Advisors held 6,865 shares of iShares Core S&P 500 ETF worth $5.14M as of Q2 2026.
West Paces Advisors sold 335 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $244K.
iShares Core S&P 500 ETF made up 0.86% of West Paces Advisors's portfolio in Q2 2026, its #17 holding.
West Paces Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
2,279 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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