Acorn Financial Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Acorn Financial Advisory Services’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	$1.85M	Sell	2,474 -4	-0.2%	-$2.91K	0.25%	48
2026 Q1	$1.62M	Sell	2,478 -226	-8%	-$154K	0.22%	50
2025 Q4	$1.85M	Buy	2,704 +250	+10%	+$170K	0.27%	42
2025 Q3	$1.64M	Buy	2,454 +81	+3%	+$52.2K	0.25%	44
2025 Q2	$1.47M	Sell	2,373 -249	-9%	-$143K	0.24%	45
2025 Q1	$1.47M	Sell	2,622 -465	-15%	-$275K	0.27%	46
2024 Q4	$1.82M	Buy	3,087 +184	+6%	+$109K	0.3%	43
2024 Q3	$1.67M	Sell	2,903 -66	-2%	-$36.7K	0.3%	38
2024 Q2	$1.62M	Sell	2,969 -547	-16%	-$288K	0.3%	38
2024 Q1	$1.85M	Sell	3,516 -465	-12%	-$233K	0.35%	34
2023 Q4	$1.9M	Buy	3,981 +386	+11%	+$173K	0.33%	43
2023 Q3	$1.54M	Buy	3,595 +655	+22%	+$293K	0.28%	56
2023 Q2	$1.31M	Sell	2,940 -49	-2%	-$20.6K	0.23%	61
2023 Q1	$1.23M	Sell	2,989 -56	-2%	-$22.5K	0.24%	61
2022 Q4	$1.17M	Sell	3,045 -169	-5%	-$65.2K	0.25%	59
2022 Q3	$1.15M	Buy	3,214 +126	+4%	+$50.3K	0.28%	56
2022 Q2	$1.17M	Buy	3,088 +179	+6%	+$73.6K	0.28%	53
2022 Q1	$1.32M	Buy	2,909 +456	+19%	+$204K	0.26%	64
2021 Q4	$1.17M	Buy	2,453 +48	+2%	+$22.1K	0.23%	68
2021 Q3	$1.04M	Sell	2,405 -306	-11%	-$136K	0.32%	75
2021 Q2	$1.17M	Buy	2,711 +976	+56%	+$409K	0.34%	80
2021 Q1	$690K	Buy	1,735 +232	+15%	+$89.8K	0.25%	97
2020 Q4	$564K	Buy	1,503 +33	+2%	+$11.7K	0.22%	116
2020 Q3	$494K	Buy	1,470 +44	+3%	+$14.6K	0.26%	107
2020 Q2	$442K	Sell	1,426 -435	-23%	-$128K	0.31%	109
2020 Q1	$481K	Sell	1,861 -85	-4%	-$26K	0.48%	75
2019 Q4	$629K	Buy	+1,946	New	+$602K	0.53%	66

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

Acorn Financial Advisory Services's IVV Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q2 2026, selling an estimated $2.91K and leaving 2,474 shares worth $1.85M. The position accounts for 0.25% of the portfolio, ranked #48.

Acorn Financial Advisory Services first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.9M in Q4 2023. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Acorn Financial Advisory Services held 2,474 shares of iShares Core S&P 500 ETF worth $1.85M as of Q2 2026.
Acorn Financial Advisory Services sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
iShares Core S&P 500 ETF made up 0.25% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #48 holding.
Acorn Financial Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's iShares Core S&P 500 ETF position peaked at $1.9M in Q4 2023.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.