Abacus Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Abacus Wealth Partners’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	$407K	Sell	544 -59	-10%	-$43K	0.04%	185
2026 Q1	$394K	Buy	603 +57	+10%	+$38.9K	0.04%	276
2025 Q4	$374K	Hold	546	–	–	0.04%	290
2025 Q3	$365K	Hold	546	–	–	0.05%	69
2025 Q2	$339K	Buy	546 +49	+10%	+$28.1K	0.05%	77
2025 Q1	$279K	Sell	497 -10	-2%	-$5.91K	0.04%	69
2024 Q4	$298K	Sell	507 -22	-4%	-$13K	0.04%	62
2024 Q3	$305K	Sell	529 -369	-41%	-$205K	0.05%	66
2024 Q2	$491K	Buy	898 +58	+7%	+$30.5K	0.08%	49
2024 Q1	$441K	Buy	840 +262	+45%	+$131K	0.07%	51
2023 Q4	$276K	Sell	578 -586	-50%	-$262K	0.05%	59
2023 Q3	$500K	Sell	1,164 -473	-29%	-$212K	0.15%	43
2023 Q2	$729K	Sell	1,637 -1,498	-48%	-$631K	0.22%	28
2023 Q1	$1.3M	Buy	+3,135	New	+$1.26M	0.43%	19
2022 Q4	–	Sell	-708	Closed	-$254K	–	87
2022 Q3	$254K	Buy	708 +37	+6%	+$14.8K	0.13%	57
2022 Q2	$254K	Buy	671 +49	+8%	+$20.2K	0.13%	63
2022 Q1	$282K	Sell	622 -53	-8%	-$23.7K	0.13%	63
2021 Q4	$322K	Sell	675 -414	-38%	-$191K	0.11%	72
2021 Q3	$469K	Buy	1,089 +42	+4%	+$18.6K	0.17%	47
2021 Q2	$450K	Buy	+1,047	New	+$439K	0.18%	44

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Abacus Wealth Partners's IVV Position: Q2 2026 in Review

Abacus Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 9.8% in Q2 2026, selling an estimated $43K and leaving 544 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #185.

Abacus Wealth Partners first reported a position in IVV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.3M in Q1 2023. 2,065 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Abacus Wealth Partners held 544 shares of iShares Core S&P 500 ETF worth $407K as of Q2 2026.
Abacus Wealth Partners sold 59 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $43K.
iShares Core S&P 500 ETF made up 0.04% of Abacus Wealth Partners's portfolio in Q2 2026, its #185 holding.
Abacus Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
Abacus Wealth Partners's iShares Core S&P 500 ETF position peaked at $1.3M in Q1 2023.
2,065 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.