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Ables Iannone Moore & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Ables Iannone Moore & Associates’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 		$908K Sell
1,212
-4
-0.3% -$2.91K 0.48% 35
2026
Q1 		$794K Buy
1,216
+122
+11% +$83.3K 0.47% 39
2025
Q4 		$749K Buy
1,094
+37
+4% +$25.1K 0.41% 42
2025
Q3 		$707K Hold
1,057
– – 0.41% 39
2025
Q2 		$656K Buy
1,057
+697
+194% +$400K 0.41% 41
2025
Q1 		$202K Buy
+360
New +$213K 0.14% 56
2024
Q2 		– Sell
-92
Closed -$48.4K – 60
2024
Q1 		$48.4K Hold
92
– – 0.03% 57
2023
Q4 		$43.9K Buy
+92
New +$41.2K 0.03% 102

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Ables Iannone Moore & Associates's IVV Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 0.33% in Q2 2026, selling an estimated $2.91K and leaving 1,212 shares worth $908K. The position accounts for 0.48% of the portfolio, ranked #35.

Ables Iannone Moore & Associates first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ables Iannone Moore & Associates held 1,212 shares of iShares Core S&P 500 ETF worth $908K as of Q2 2026.
  • Ables Iannone Moore & Associates sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.48% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #35 holding.
  • Ables Iannone Moore & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.