AWM
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Abound Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Abound Wealth Management’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 		$32M Buy
42,783
+1,183
+3% +$861K 6.36% 4
2026
Q1 		$27.2M Buy
41,600
+1,556
+4% +$1.06M 6.17% 4
2025
Q4 		$27.4M Buy
40,044
+1,119
+3% +$760K 6.42% 4
2025
Q3 		$26.1M Buy
38,925
+1,832
+5% +$1.18M 6.52% 4
2025
Q2 		$23M Sell
37,093
-879
-2% -$505K 6.51% 4
2025
Q1 		$21.3M Buy
37,972
+2,937
+8% +$1.73M 7.12% 4
2024
Q4 		$20.6M Buy
35,035
+688
+2% +$407K 6.62% 5
2024
Q3 		$19.8M Buy
34,347
+403
+1% +$224K 6.58% 5
2024
Q2 		$18.6M Sell
33,944
-204
-0.6% -$107K 6.85% 5
2024
Q1 		$18M Buy
34,148
+216
+0.6% +$108K 6.84% 5
2023
Q4 		$16.2M Buy
33,932
+89
+0.3% +$39.8K 6.5% 5
2023
Q3 		$14.5M Sell
33,843
-282
-0.8% -$126K 6.19% 6
2023
Q2 		$15.2M Buy
34,125
+707
+2% +$298K 6.36% 6
2023
Q1 		$13.7M Sell
33,418
-198
-0.6% -$79.4K 6.16% 7
2022
Q4 		$12.9M Buy
33,616
+756
+2% +$292K 6.32% 7
2022
Q3 		$11.8M Buy
32,860
+8,510
+35% +$3.4M 6.36% 7
2022
Q2 		$9.23M Buy
24,350
+8,485
+53% +$3.49M 5.14% 9
2022
Q1 		$7.2M Buy
15,865
+2,015
+15% +$901K 5.19% 6
2021
Q4 		$6.61M Buy
+13,850
New +$6.38M 5.19% 6

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

Abound Wealth Management's IVV Position: Q2 2026 in Review

Abound Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, buying an estimated $861K and bringing the position to 42,783 shares worth $32M. The position accounts for 6.36% of the portfolio, ranked #4.

Abound Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 963 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Abound Wealth Management held 42,783 shares of iShares Core S&P 500 ETF worth $32M as of Q2 2026.
  • Abound Wealth Management bought 1,183 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $861K.
  • iShares Core S&P 500 ETF made up 6.36% of Abound Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Abound Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.