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

Aaron 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 		$4.37M Buy
5,830
+98
+2% +$71.4K 0.22% 56
2026
Q1 		$3.74M Sell
5,732
-272
-5% -$186K 0.21% 57
2025
Q4 		$4.11M Buy
6,004
+15
+0.3% +$10.2K 0.22% 52
2025
Q3 		$4.01M Buy
5,989
+12
+0.2% +$7.73K 0.24% 50
2025
Q2 		$3.71M Buy
5,977
+502
+9% +$288K 0.38% 41
2025
Q1 		$3.08M Sell
5,475
-1,829
-25% -$1.08M 0.35% 45
2024
Q4 		$4.3M Buy
7,304
+22
+0.3% +$13K 0.5% 33
2024
Q3 		$4.2M Buy
7,282
+126
+2% +$70.1K 0.5% 31
2024
Q2 		$3.92M Buy
7,156
+17
+0.2% +$8.94K 0.54% 29
2024
Q1 		$3.75M Buy
7,139
+19
+0.3% +$9.51K 0.54% 27
2023
Q4 		$3.4M Buy
7,120
+350
+5% +$157K 0.56% 25
2023
Q3 		$2.91M Sell
6,770
-60
-0.9% -$26.8K 0.38% 42
2023
Q2 		$3.04M Buy
6,830
+1,574
+30% +$663K 0.4% 42
2023
Q1 		$2.16M Buy
5,256
+16
+0.3% +$6.42K 0.3% 53
2022
Q4 		$2.01M Buy
5,240
+39
+0.7% +$15.1K 0.29% 60
2022
Q3 		$1.86M Buy
5,201
+3,887
+296% +$1.55M 0.34% 54
2022
Q2 		$498K Buy
1,314
+1,144
+673% +$471K 0.13% 102
2022
Q1 		$77.1K Buy
+170
New +$76K 0.02% 322

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Aaron Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, buying an estimated $71.4K and bringing the position to 5,830 shares worth $4.37M. The position accounts for 0.22% of the portfolio, ranked #56.

Aaron Wealth Advisors first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aaron Wealth Advisors held 5,830 shares of iShares Core S&P 500 ETF worth $4.37M as of Q2 2026.
  • Aaron Wealth Advisors bought 98 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $71.4K.
  • iShares Core S&P 500 ETF made up 0.22% of Aaron Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Aaron Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.