AA Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

AA Financial 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	$7.33M	Buy	9,783 +2,191	+29%	+$1.6M	0.88%	36
2026 Q1	$4.96M	Sell	7,592 -2,113	-22%	-$1.44M	0.7%	45
2025 Q4	$6.65M	Buy	9,705 +802	+9%	+$545K	1.23%	30
2025 Q3	$5.96M	Buy	8,903 +107	+1%	+$68.9K	1.17%	30
2025 Q2	$5.46M	Buy	8,796 +794	+10%	+$456K	1.18%	29
2025 Q1	$4.5M	Buy	8,002 +551	+7%	+$325K	1.1%	30
2024 Q4	$4.39M	Sell	7,451 -92	-1%	-$54.5K	1.17%	28
2024 Q3	$4.35M	Buy	7,543 +237	+3%	+$132K	1.26%	27
2024 Q2	$4M	Buy	7,306 +541	+8%	+$284K	1.41%	25
2024 Q1	$3.56M	Buy	6,765 +184	+3%	+$92.1K	1.44%	20
2023 Q4	$3.14M	Buy	+6,581	New	+$2.95M	2.09%	17

Other funds holding IVV

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AA Financial Advisors's IVV Position: Q2 2026 in Review

AA Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 29% in Q2 2026, buying an estimated $1.6M and bringing the position to 9,783 shares worth $7.33M. The position accounts for 0.88% of the portfolio, ranked #36.

AA Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,655 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

AA Financial Advisors held 9,783 shares of iShares Core S&P 500 ETF worth $7.33M as of Q2 2026.
AA Financial Advisors bought 2,191 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.6M.
iShares Core S&P 500 ETF made up 0.88% of AA Financial Advisors's portfolio in Q2 2026, its #36 holding.
AA Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,655 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.