WA
IVV icon

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

WestEnd 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 		$786K Buy
1,050
+770
+275% +$561K 0.02% 46
2026
Q1 		$183K Buy
280
+138
+97% +$94.2K ﹤0.01% 50
2025
Q4 		$97K Buy
142
+46
+48% +$31.2K ﹤0.01% 56
2025
Q3 		$64.4K Buy
96
+5
+5% +$3.22K ﹤0.01% 53
2025
Q2 		$56.4K Sell
91
-790
-90% -$454K ﹤0.01% 53
2025
Q1 		$495K Sell
881
-689
-44% -$407K 0.01% 42
2024
Q4 		$924K Buy
1,570
+1,553
+9,135% +$919K 0.02% 43
2024
Q3 		$9.69K Buy
17
+16
+1,600% +$8.9K ﹤0.01% 68
2024
Q2 		$415 Buy
+1
New +$526 ﹤0.01% 179
2024
Q1 		– Sell
-630
Closed -$315K – 282
2023
Q4 		$301K Buy
630
+252
+67% +$113K 0.01% 44
2023
Q3 		$162K Buy
+378
New +$169K ﹤0.01% 45
2023
Q1 		– Sell
-4,311
Closed -$1.73M – 50
2022
Q4 		$1.66M Buy
4,311
+2,900
+206% +$1.12M 0.05% 40
2022
Q3 		$506K Sell
1,411
-972
-41% -$388K 0.02% 41
2022
Q2 		$904K Buy
+2,383
New +$980K 0.03% 41
2022
Q1 		– Sell
-294
Closed -$131K – 46
2021
Q4 		$140K Buy
+294
New +$135K ﹤0.01% 45
2021
Q3 		– Hold
0
– – – 45
2021
Q2 		– Sell
-124
Closed -$51.9K – 47
2021
Q1 		$49.3K Sell
124
-42
-25% -$16.3K ﹤0.01% 42
2020
Q4 		$62.3K Sell
166
-85
-34% -$30.3K ﹤0.01% 48
2020
Q3 		$84.4K Sell
251
-53
-17% -$17.6K 0.01% 41
2020
Q2 		$94.1K Sell
304
-1,811
-86% -$532K 0.01% 42
2020
Q1 		$547K Buy
2,115
+2,071
+4,707% +$635K 0.05% 43
2019
Q4 		$14.2K Buy
+44
New +$13.6K ﹤0.01% 43
2019
Q2 		– Sell
-6
Closed -$1.71K – 62
2019
Q1 		$1.71K Sell
6
-6,529
-100% -$1.79M ﹤0.01% 51
2018
Q4 		$1.64M Buy
+6,535
New +$1.77M 0.18% 38
2015
Q4 		– Sell
-585
Closed -$113K – 35
2015
Q3 		$113K Buy
+585
New +$119K 0.01% 34
2015
Q1 		– Sell
-361
Closed -$74.7K – 33
2014
Q4 		$74.7K Buy
+361
New +$73.1K ﹤0.01% 33

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

WestEnd Advisors's IVV Position: Q2 2026 in Review

WestEnd Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 275% in Q2 2026, buying an estimated $561K and bringing the position to 1,050 shares worth $786K. The position accounts for 0.02% of the portfolio, ranked #46.

WestEnd Advisors first reported a position in IVV in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.66M in Q4 2022. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • WestEnd Advisors held 1,050 shares of iShares Core S&P 500 ETF worth $786K as of Q2 2026.
  • WestEnd Advisors bought 770 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $561K.
  • iShares Core S&P 500 ETF made up 0.02% of WestEnd Advisors's portfolio in Q2 2026, its #46 holding.
  • WestEnd Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 25 quarters since.
  • WestEnd Advisors's iShares Core S&P 500 ETF position peaked at $1.66M in Q4 2022.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.