AAF Wealth Management
IVV icon

AAF Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

AAF Wealth Management’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 		$60.7M Sell
79,314
-1,993
-2% -$1.52M 22.08% 1
2026
Q2 		$60.9M Sell
81,307
-5,085
-6% -$3.7M 22.46% 1
2026
Q1 		$56.4M Buy
86,392
+864
+1% +$590K 23.15% 1
2025
Q4 		$58.6M Sell
85,528
-1,113
-1% -$756K 24.7% 1
2025
Q3 		$58M Buy
86,641
+1,875
+2% +$1.21M 26.27% 1
2025
Q2 		$52.6M Buy
84,766
+7,905
+10% +$4.54M 23.97% 1
2025
Q1 		$43.2M Buy
76,861
+1,075
+1% +$635K 23.31% 1
2024
Q4 		$44.6M Buy
75,786
+1,422
+2% +$842K 22.5% 1
2024
Q3 		$42.9M Sell
74,364
-443
-0.6% -$246K 21.61% 1
2024
Q2 		$40.9M Buy
74,807
+6,019
+9% +$3.16M 21.21% 1
2024
Q1 		$36.2M Buy
68,788
+997
+1% +$499K 20.34% 1
2023
Q4 		$32.4M Buy
67,791
+927
+1% +$415K 18.93% 1
2023
Q3 		$28.7M Buy
66,864
+393
+0.6% +$176K 18.44% 1
2023
Q2 		$29.6M Sell
66,471
-1,800
-3% -$759K 18.24% 1
2023
Q1 		$28.1M Buy
68,271
+125
+0.2% +$50.1K 18.31% 1
2022
Q4 		$26.2M Sell
68,146
-1,925
-3% -$743K 18.55% 1
2022
Q3 		$25.1M Buy
70,071
+926
+1% +$370K 20.03% 1
2022
Q2 		$26.2M Sell
69,145
-767
-1% -$315K 19.75% 1
2022
Q1 		$31.7M Sell
69,912
-1,826
-3% -$817K 20.84% 1
2021
Q4 		$34.2M Sell
71,738
-2,379
-3% -$1.1M 24.75% 1
2021
Q3 		$31.9M Buy
74,117
+250
+0.3% +$111K 24.26% 1
2021
Q2 		$31.8M Sell
73,867
-1,296
-2% -$543K 24.51% 1
2021
Q1 		$29.9M Sell
75,163
-3,267
-4% -$1.26M 25.4% 1
2020
Q4 		$29.4M Buy
+78,430
New +$27.9M 26.67% 1

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

AAF Wealth Management's IVV Position: Q3 2026 in Review

AAF Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q3 2026, selling an estimated $1.52M and leaving 79,314 shares worth $60.7M. The position accounts for 22.08% of the portfolio, ranked #1.

AAF Wealth Management first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. The position peaked at $60.9M in Q2 2026. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • AAF Wealth Management held 79,314 shares of iShares Core S&P 500 ETF worth $60.7M as of Q3 2026.
  • AAF Wealth Management sold 1,993 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.52M.
  • iShares Core S&P 500 ETF made up 22.08% of AAF Wealth Management's portfolio in Q3 2026, its #1 holding.
  • AAF Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • AAF Wealth Management's iShares Core S&P 500 ETF position peaked at $60.9M in Q2 2026.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.