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Zynergy Retirement Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Zynergy Retirement Planning’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 		$44.6M Buy
59,539
+21
+0% +$15.3K 24.18% 1
2026
Q1 		$38.9M Buy
59,518
+2,401
+4% +$1.64M 23.51% 1
2025
Q4 		$39.1M Buy
57,117
+360
+0.6% +$244K 24.07% 1
2025
Q3 		$38M Sell
56,757
-302
-0.5% -$195K 23.96% 1
2025
Q2 		$35.4M Buy
57,059
+2,816
+5% +$1.62M 23.76% 1
2025
Q1 		$31.9M Buy
54,243
+1,590
+3% +$939K 22.65% 1
2024
Q4 		$30.4M Hold
52,653
– – 21.4% 1
2024
Q3 		$30.4M Buy
52,653
+1,526
+3% +$848K 21.4% 1
2024
Q2 		$28M Buy
+51,127
New +$26.9M 21.42% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Zynergy Retirement Planning's IVV Position: Q2 2026 in Review

Zynergy Retirement Planning increased its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q2 2026, buying an estimated $15.3K and bringing the position to 59,539 shares worth $44.6M. The position accounts for 24.18% of the portfolio, ranked #1.

Zynergy Retirement Planning first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Zynergy Retirement Planning held 59,539 shares of iShares Core S&P 500 ETF worth $44.6M as of Q2 2026.
  • Zynergy Retirement Planning bought 21 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core S&P 500 ETF made up 24.18% of Zynergy Retirement Planning's portfolio in Q2 2026, its #1 holding.
  • Zynergy Retirement Planning first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.