AA Financial Advisors
IVV icon

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
Q3 		$9.6M Buy
12,531
+2,748
+28% +$2.1M 1.14% 26
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors's IVV Position: Q3 2026 in Review

AA Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q3 2026, buying an estimated $2.1M and bringing the position to 12,531 shares worth $9.6M. The position accounts for 1.14% of the portfolio, ranked #26.

AA Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • AA Financial Advisors held 12,531 shares of iShares Core S&P 500 ETF worth $9.6M as of Q3 2026.
  • AA Financial Advisors bought 2,748 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.1M.
  • iShares Core S&P 500 ETF made up 1.14% of AA Financial Advisors's portfolio in Q3 2026, its #26 holding.
  • AA Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.