A4 Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

A4 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	$380K	Buy	508 +58	+13%	+$42.2K	0.25%	56
2026 Q1	$294K	Sell	450 -192	-30%	-$131K	0.24%	65
2025 Q4	$440K	Sell	642 -267	-29%	-$181K	0.38%	52
2025 Q3	$608K	Buy	+909	New	+$585K	0.51%	54

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

A4 Wealth Advisors's IVV Position: Q2 2026 in Review

A4 Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $42.2K and bringing the position to 508 shares worth $380K. The position accounts for 0.25% of the portfolio, ranked #56.

A4 Wealth Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $608K in Q3 2025. 2,718 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

A4 Wealth Advisors held 508 shares of iShares Core S&P 500 ETF worth $380K as of Q2 2026.
A4 Wealth Advisors bought 58 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $42.2K.
iShares Core S&P 500 ETF made up 0.25% of A4 Wealth Advisors's portfolio in Q2 2026, its #56 holding.
A4 Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
A4 Wealth Advisors's iShares Core S&P 500 ETF position peaked at $608K in Q3 2025.
2,718 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.