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 Q3	$4.19M	Sell	5,468 -362	-6%	-$276K	0.21%	54
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Aaron Wealth Advisors's IVV Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.2% in Q3 2026, selling an estimated $276K and leaving 5,468 shares worth $4.19M. The position accounts for 0.21% of the portfolio, ranked #54.

Aaron Wealth Advisors first reported a position in IVV in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.37M in Q2 2026. 574 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Aaron Wealth Advisors held 5,468 shares of iShares Core S&P 500 ETF worth $4.19M as of Q3 2026.
Aaron Wealth Advisors sold 362 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $276K.
iShares Core S&P 500 ETF made up 0.21% of Aaron Wealth Advisors's portfolio in Q3 2026, its #54 holding.
Aaron Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 19 quarters since.
Aaron Wealth Advisors's iShares Core S&P 500 ETF position peaked at $4.37M in Q2 2026.
574 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.