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Acima Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Acima Private Wealth’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 		$33.8M Buy
45,167
+1,359
+3% +$990K 9.82% 1
2026
Q1 		$28.6M Buy
43,808
+855
+2% +$584K 8.98% 1
2025
Q4 		$29.4M Sell
42,953
-747
-2% -$507K 9.13% 1
2025
Q3 		$29.2M Buy
43,700
+1,442
+3% +$929K 9.16% 1
2025
Q2 		$26.2M Buy
42,258
+148
+0.4% +$85K 8.94% 1
2025
Q1 		$23.7M Buy
42,110
+5,524
+15% +$3.26M 8.49% 1
2024
Q4 		$21.5M Sell
36,586
-2,538
-6% -$1.5M 7.25% 1
2024
Q3 		$22.6M Buy
39,124
+409
+1% +$227K 7.56% 1
2024
Q2 		$21.2M Sell
38,715
-115
-0.3% -$60.5K 7.78% 1
2024
Q1 		$20.4M Sell
38,830
-912
-2% -$456K 7.53% 2
2023
Q4 		$19M Buy
39,742
+4,596
+13% +$2.06M 7.41% 1
2023
Q3 		$15.1M Buy
35,146
+17,224
+96% +$7.7M 6.71% 1
2023
Q2 		$7.99M Sell
17,922
-367
-2% -$155K 3.82% 3
2023
Q1 		$7.52M Buy
18,289
+416
+2% +$167K 3.69% 4
2022
Q4 		$6.87M Buy
17,873
+374
+2% +$144K 3.52% 4
2022
Q3 		$6.28M Hold
17,499
– – 3.23% 6
2022
Q2 		$6.63M Buy
17,499
+1,372
+9% +$564K 3.31% 5
2022
Q1 		$7.32M Buy
16,127
+1,492
+10% +$667K 3.38% 4
2021
Q4 		$6.98M Buy
14,635
+2,009
+16% +$926K 3% 5
2021
Q3 		$5.44M Sell
12,626
-416
-3% -$184K 2.5% 6
2021
Q2 		$5.61M Sell
13,042
-290
-2% -$121K 2.57% 7
2021
Q1 		$5.3M Buy
13,332
+190
+1% +$73.6K 2.61% 7
2020
Q4 		$4.93M Buy
13,142
+179
+1% +$63.7K 2.55% 8
2020
Q3 		$4.36M Buy
12,963
+1,589
+14% +$529K 2.63% 8
2020
Q2 		$3.52M Buy
11,374
+797
+8% +$234K 2.28% 11
2020
Q1 		$2.73M Buy
10,577
+9,714
+1,126% +$2.98M 2.1% 13
2019
Q4 		$279K Hold
863
– – 0.19% 110
2019
Q3 		$257K Hold
863
– – 0.2% 108
2019
Q2 		$254K Hold
863
– – 0.2% 104
2019
Q1 		$246K Buy
863
+266
+45% +$72.7K 0.21% 102
2018
Q4 		$150K Buy
+597
New +$162K 0.15% 127

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Acima Private Wealth's IVV Position: Q2 2026 in Review

Acima Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, buying an estimated $990K and bringing the position to 45,167 shares worth $33.8M. The position accounts for 9.82% of the portfolio, ranked #1.

Acima Private Wealth first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Acima Private Wealth held 45,167 shares of iShares Core S&P 500 ETF worth $33.8M as of Q2 2026.
  • Acima Private Wealth bought 1,359 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $990K.
  • iShares Core S&P 500 ETF made up 9.82% of Acima Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Acima Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.