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1834 Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

1834 Investment 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 		$6.11M Sell
8,164
-109
-1% -$79.4K 0.69% 40
2026
Q1 		$5.4M Sell
8,273
-355
-4% -$242K 0.67% 43
2025
Q4 		$5.91M Sell
8,628
-170
-2% -$115K 0.74% 37
2025
Q3 		$5.89M Sell
8,798
-1,133
-11% -$730K 0.72% 41
2025
Q2 		$6.17M Sell
9,931
-189
-2% -$109K 0.78% 40
2025
Q1 		$5.69M Sell
10,120
-174
-2% -$103K 0.73% 45
2024
Q4 		$6.06M Sell
10,294
-1,364
-12% -$807K 0.77% 39
2024
Q3 		$6.72M Sell
11,658
-134
-1% -$74.5K 0.78% 37
2024
Q2 		$6.45M Sell
11,792
-120
-1% -$63.1K 0.78% 37
2024
Q1 		$6.26M Sell
11,912
-13
-0.1% -$6.5K 0.74% 44
2023
Q4 		$5.7M Sell
11,925
-493
-4% -$221K 0.68% 47
2023
Q3 		$5.33M Sell
12,418
-228
-2% -$102K 0.66% 45
2023
Q2 		$5.64M Buy
12,646
+420
+3% +$177K 0.67% 41
2023
Q1 		$5.03M Sell
12,226
-57
-0.5% -$22.9K 0.6% 49
2022
Q4 		$4.72M Sell
12,283
-227
-2% -$87.6K 0.67% 51
2022
Q3 		$4.49M Sell
12,510
-1,242
-9% -$496K 0.67% 54
2022
Q2 		$5.21M Buy
13,752
+456
+3% +$188K 0.73% 46
2022
Q1 		$6.03M Sell
13,296
-426
-3% -$191K 0.74% 45
2021
Q4 		$6.54M Sell
13,722
-759
-5% -$350K 0.74% 48
2021
Q3 		$6.24M Sell
14,481
-638
-4% -$283K 0.76% 45
2021
Q2 		$6.5M Sell
15,119
-265
-2% -$111K 0.79% 47
2021
Q1 		$6.12M Sell
15,384
-646
-4% -$250K 0.79% 48
2020
Q4 		$6.02M Sell
16,030
-1,237
-7% -$440K 0.8% 46
2020
Q3 		$5.8M Sell
17,267
-2,657
-13% -$884K 0.85% 41
2020
Q2 		$6.17M Sell
19,924
-895
-4% -$263K 0.98% 37
2020
Q1 		$5.38M Sell
20,819
-12,917
-38% -$3.96M 1.02% 34
2019
Q4 		$10.9M Buy
33,736
+1,592
+5% +$493K 1.67% 15
2019
Q3 		$9.6M Sell
32,144
-694
-2% -$206K 1.39% 20
2019
Q2 		$9.68M Sell
32,838
-2,818
-8% -$817K 1.46% 20
2019
Q1 		$10.1M Sell
35,656
-524
-1% -$143K 1.55% 16
2018
Q4 		$9.1M Buy
36,180
+439
+1% +$119K 1.52% 17
2018
Q3 		$10.5M Sell
35,741
-875
-2% -$251K 1.53% 13
2018
Q2 		$10M Sell
36,616
-1,231
-3% -$335K 1.57% 12
2018
Q1 		$10M Sell
37,847
-5,272
-12% -$1.45M 1.72% 11
2017
Q4 		$11.6M Buy
43,119
+5,154
+14% +$1.35M 1.83% 9
2017
Q3 		$9.6M Buy
37,965
+4,661
+14% +$1.16M 1.79% 13
2017
Q2 		$8.11M Buy
33,304
+253
+0.8% +$61K 1.53% 15
2017
Q1 		$7.84M Sell
33,051
-1,377
-4% -$322K 1.51% 17
2016
Q4 		$7.75M Buy
34,428
+4,955
+17% +$1.09M 1.56% 20
2016
Q3 		$6.41M Buy
29,473
+4,770
+19% +$1.04M 1.39% 25
2016
Q2 		$5.2M Buy
24,703
+499
+2% +$104K 1.13% 34
2016
Q1 		$5M Buy
24,204
+659
+3% +$129K 1.14% 35
2015
Q4 		$4.82M Buy
23,545
+8,446
+56% +$1.74M 1.13% 31
2015
Q3 		$2.91M Buy
15,099
+3,763
+33% +$768K 0.72% 51
2015
Q2 		$2.35M Buy
11,336
+847
+8% +$179K 0.64% 50
2015
Q1 		$2.18M Buy
10,489
+1,473
+16% +$306K 0.59% 54
2014
Q4 		$1.86M Sell
9,016
-104
-1% -$21.1K 0.52% 56
2014
Q3 		$1.81M Buy
9,120
+1,384
+18% +$275K 0.5% 58
2014
Q2 		$1.52M Sell
7,736
-330
-4% -$63.1K 0.41% 66
2014
Q1 		$1.52M Buy
8,066
+1,124
+16% +$208K 0.44% 65
2013
Q4 		$1.29M Buy
6,942
+552
+9% +$98.3K 0.38% 73
2013
Q3 		$1.08M Buy
6,390
+1,877
+42% +$316K 0.35% 70
2013
Q2 		$726K Buy
+4,513
New +$731K 0.25% 85

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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

1834 Investment Advisors's IVV Position: Q2 2026 in Review

1834 Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $79.4K and leaving 8,164 shares worth $6.11M. The position accounts for 0.69% of the portfolio, ranked #40.

1834 Investment Advisors first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.6M in Q4 2017. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • 1834 Investment Advisors held 8,164 shares of iShares Core S&P 500 ETF worth $6.11M as of Q2 2026.
  • 1834 Investment Advisors sold 109 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $79.4K.
  • iShares Core S&P 500 ETF made up 0.69% of 1834 Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • 1834 Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 1834 Investment Advisors's iShares Core S&P 500 ETF position peaked at $11.6M in Q4 2017.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.