AWMT
IVV icon

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

AAFMAA Wealth Management & Trust’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 		$254K Buy
+339
New +$247K 0.09% 89

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AAFMAA Wealth Management & Trust's IVV Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 339 shares worth $254K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 339 shares of iShares Core S&P 500 ETF worth $254K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new AAFMAA Wealth Management & Trust position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.09% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #89 holding.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.