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

WestHill 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 		$4.2M Sell
5,605
-348
-6% -$253K 0.71% 17
2026
Q1 		$3.89M Sell
5,953
-116
-2% -$79.2K 0.74% 16
2025
Q4 		$4.16M Sell
6,069
-45
-0.7% -$30.6K 0.79% 17
2025
Q3 		$4.09M Sell
6,114
-23
-0.4% -$14.8K 0.8% 16
2025
Q2 		$3.81M Sell
6,137
-4
-0.1% -$2.3K 0.81% 16
2025
Q1 		$3.45M Sell
6,141
-44
-0.7% -$26K 0.79% 16
2024
Q4 		$3.64M Sell
6,185
-467
-7% -$276K 0.82% 17
2024
Q3 		$3.84M Sell
6,652
-44
-0.7% -$24.5K 0.86% 17
2024
Q2 		$3.66M Buy
6,696
+148
+2% +$77.8K 0.89% 17
2024
Q1 		$3.44M Sell
6,548
-111
-2% -$55.5K 0.85% 17
2023
Q4 		$3.18M Buy
6,659
+3
+0% +$1.34K 0.84% 16
2023
Q3 		$2.86M Sell
6,656
-59
-0.9% -$26.4K 0.83% 16
2023
Q2 		$2.99M Sell
6,715
-51
-0.8% -$21.5K 0.85% 16
2023
Q1 		$2.78M Sell
6,766
-474
-7% -$190K 0.83% 16
2022
Q4 		$2.78M Buy
7,240
+181
+3% +$69.8K 0.89% 17
2022
Q3 		$2.53M Buy
7,059
+1
+0% +$399 0.86% 17
2022
Q2 		$2.68M Sell
7,058
-32
-0.5% -$13.2K 0.88% 17
2022
Q1 		$3.22M Buy
7,090
+1
+0% +$447 0.93% 17
2021
Q4 		$3.38M Buy
7,089
+81
+1% +$37.3K 0.96% 18
2021
Q3 		$3.02M Buy
+7,008
New +$3.11M 0.93% 18
2021
Q1 		$2.71M Sell
6,823
-36
-0.5% -$13.9K 0.96% 17
2020
Q4 		$2.58M Buy
+6,859
New +$2.44M 1.01% 15

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

WestHill Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q2 2026, selling an estimated $253K and leaving 5,605 shares worth $4.2M. The position accounts for 0.71% of the portfolio, ranked #17.

WestHill Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • WestHill Financial Advisors held 5,605 shares of iShares Core S&P 500 ETF worth $4.2M as of Q2 2026.
  • WestHill Financial Advisors sold 348 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $253K.
  • iShares Core S&P 500 ETF made up 0.71% of WestHill Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • WestHill Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.