Abundance Wealth Counselors’s iShares Core S&P 500 ETF IVV Stock Holding History

Abundance Wealth Counselors’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	$273M	Buy	364,474 +147,846	+68%	+$108M	17.72%	1
2026 Q1	$142M	Buy	216,628 +25,518	+13%	+$17.4M	20.3%	1
2025 Q4	$131M	Sell	191,110 -299	-0.2%	-$203K	22.1%	1
2025 Q3	$128M	Sell	191,409 -3,498	-2%	-$2.25M	21.96%	1
2025 Q2	$120M	Buy	194,907 +319	+0.2%	+$183K	22.45%	1
2025 Q1	$109M	Sell	194,588 -5,546	-3%	-$3.27M	22.81%	1
2024 Q4	$118M	Sell	200,134 -429	-0.2%	-$254K	25.64%	1
2024 Q3	$116M	Buy	+200,563	New	+$112M	23.95%	1
2024 Q2	–	Sell	-208,101	Closed	-$109M	–	103
2024 Q1	$109M	Sell	208,101 -1,065	-0.5%	-$533K	25.18%	1
2023 Q4	$99.9M	Sell	209,166 -3,159	-1%	-$1.41M	25.96%	1
2023 Q3	$91.2M	Buy	+212,325	New	+$95M	26.04%	1
2023 Q2	–	Sell	-225,753	Closed	-$92.8M	–	101
2023 Q1	$92.8M	Sell	225,753 -154	-0.1%	-$61.7K	23.46%	1
2022 Q4	$86.8M	Sell	225,907 -2,237	-1%	-$863K	23.62%	1
2022 Q3	$81.8M	Buy	228,144 +398	+0.2%	+$159K	23.39%	1
2022 Q2	$86.3M	Buy	227,746 +8	+0%	+$3.29K	23.42%	1
2022 Q1	$103M	Buy	227,738 +6,365	+3%	+$2.85M	28.07%	1
2021 Q4	$106M	Buy	+221,373	New	+$102M	27.07%	1
2021 Q3	–	Sell	-233,483	Closed	-$100M	–	77
2021 Q2	$100M	Sell	233,483 -38,110	-14%	-$16M	25.93%	1
2021 Q1	$108M	Sell	271,593 -832	-0.3%	-$322K	26.86%	1
2020 Q4	$102M	Sell	272,425 -2,872	-1%	-$1.02M	25.67%	1
2020 Q3	$92.5M	Buy	275,297 +12,732	+5%	+$4.24M	26.65%	1
2020 Q2	$81.3M	Sell	262,565 -61,618	-19%	-$18.1M	24.72%	1
2020 Q1	$83.8M	Buy	324,183 +7,293	+2%	+$2.23M	29.06%	1
2019 Q4	$102M	Sell	316,890 -495	-0.2%	-$153K	28.53%	1
2019 Q3	$94.7M	Sell	317,385 -7,666	-2%	-$2.28M	28.83%	1
2019 Q2	$95.8M	Sell	325,051 -103,288	-24%	-$29.9M	29.81%	1
2019 Q1	$122M	Sell	428,339 -1,065	-0.2%	-$291K	40.02%	1
2018 Q4	$108M	Buy	+429,404	New	+$117M	39.68%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Abundance Wealth Counselors's IVV Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Core S&P 500 ETF (IVV) stake by 68% in Q2 2026, buying an estimated $108M and bringing the position to 364,474 shares worth $273M. The position accounts for 17.72% of the portfolio, ranked #1.

Abundance Wealth Counselors first reported a position in IVV in Q4 2018 and has held it in 28 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Abundance Wealth Counselors held 364,474 shares of iShares Core S&P 500 ETF worth $273M as of Q2 2026.
Abundance Wealth Counselors bought 147,846 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $108M.
iShares Core S&P 500 ETF made up 17.72% of Abundance Wealth Counselors's portfolio in Q2 2026, its #1 holding.
Abundance Wealth Counselors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.