A&I Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

A&I Financial Services’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	$1.59M	Sell	2,117 -14	-0.7%	-$10.2K	0.69%	22
2026 Q1	$1.39M	Buy	2,131 +223	+12%	+$152K	0.66%	22
2025 Q4	$1.31M	Sell	1,908 -26	-1%	-$17.7K	0.62%	22
2025 Q3	$1.3M	Sell	1,934 -37	-2%	-$23.8K	0.63%	21
2025 Q2	$1.22M	Buy	1,971 +30	+2%	+$17.2K	0.69%	20
2025 Q1	$1.09M	Buy	1,941 +1,284	+195%	+$758K	0.74%	18
2024 Q4	$387K	Buy	+657	New	+$389K	0.38%	48
2019 Q3	$338K	Buy	1,132 +30	+3%	+$8.92K	0.51%	18
2019 Q2	$325K	Buy	+1,102	New	+$319K	0.53%	17
2019 Q1	–	Sell	-5,502	Closed	-$1.38M	–	22
2018 Q4	$1.38M	Buy	+5,502	New	+$1.49M	2.34%	15
2018 Q3	–	Sell	-2,306	Closed	-$630K	–	20
2018 Q2	$630K	Hold	2,306	–	–	1.26%	15
2018 Q1	$612K	Sell	2,306 -14,378	-86%	-$3.95M	1.51%	12
2017 Q4	$4.49M	Buy	+16,684	New	+$4.37M	8.85%	2

Other funds holding IVV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return