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

180 Wealth 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 		$1.28M Buy
1,710
+181
+12% +$132K 0.13% 174
2026
Q1 		$999K Buy
1,529
+231
+18% +$158K 0.11% 193
2025
Q4 		$889K Sell
1,298
-123
-9% -$83.5K 0.1% 197
2025
Q3 		$951K Buy
1,421
+239
+20% +$154K 0.12% 167
2025
Q2 		$734K Sell
1,182
-411
-26% -$236K 0.1% 187
2025
Q1 		$895K Sell
1,593
-30
-2% -$17.7K 0.14% 150
2024
Q4 		$955K Sell
1,623
-544
-25% -$322K 0.15% 133
2024
Q3 		$1.25M Sell
2,167
-174
-7% -$96.7K 0.2% 109
2024
Q2 		$1.31M Sell
2,341
-295
-11% -$155K 0.21% 105
2024
Q1 		$1.39M Buy
2,636
+160
+6% +$80.1K 0.25% 100
2023
Q4 		$1.18M Sell
2,476
-422
-15% -$189K 0.24% 107
2023
Q3 		$1.24M Buy
2,898
+259
+10% +$116K 0.28% 92
2023
Q2 		$1.18M Sell
2,639
-2
-0.1% -$843 0.26% 100
2023
Q1 		$1.09M Buy
2,641
+227
+9% +$91K 0.25% 100
2022
Q4 		$982K Sell
2,414
-94
-4% -$36.3K 0.23% 102
2022
Q3 		$899K Buy
2,508
+4
+0.2% +$1.6K 0.25% 97
2022
Q2 		$959K Sell
2,504
-6
-0.2% -$2.47K 0.24% 103
2022
Q1 		$1.12M Buy
2,510
+501
+25% +$224K 0.24% 101
2021
Q4 		$884K Buy
2,009
+666
+50% +$307K 0.2% 115
2021
Q3 		$601K Buy
1,343
+20
+2% +$8.86K 0.13% 146
2021
Q2 		$588K Buy
1,323
+23
+2% +$9.63K 0.13% 147
2021
Q1 		$542K Sell
1,300
-75
-5% -$29K 0.13% 147
2020
Q4 		$523K Sell
1,375
-204
-13% -$72.6K 0.15% 140
2020
Q3 		$544K Sell
1,579
-468
-23% -$156K 0.2% 106
2020
Q2 		$661K Buy
2,047
+51
+3% +$15K 0.26% 95
2020
Q1 		$504K Buy
1,996
+31
+2% +$9.5K 0.26% 97
2019
Q4 		$648K Sell
1,965
-117
-6% -$36.2K 0.26% 101
2019
Q3 		$620K Buy
2,082
+16
+0.8% +$4.76K 0.27% 97
2019
Q2 		$613K Sell
2,066
-24
-1% -$6.96K 0.28% 108
2019
Q1 		$606K Buy
+2,090
New +$571K 0.27% 101

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

180 Wealth Advisors's IVV Position: Q2 2026 in Review

180 Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $132K and bringing the position to 1,710 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #174.

180 Wealth Advisors first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.39M in Q1 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • 180 Wealth Advisors held 1,710 shares of iShares Core S&P 500 ETF worth $1.28M as of Q2 2026.
  • 180 Wealth Advisors bought 181 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $132K.
  • iShares Core S&P 500 ETF made up 0.13% of 180 Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • 180 Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 180 Wealth Advisors's iShares Core S&P 500 ETF position peaked at $1.39M in Q1 2024.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.