Acorn Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Acorn Wealth Advisors’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	$413K	Sell	551 -45	-8%	-$32.8K	0.1%	186
2026 Q1	$389K	Sell	596 -152	-20%	-$104K	0.11%	167
2025 Q4	$512K	Sell	748 -157	-17%	-$107K	0.15%	134
2025 Q3	$605K	Buy	905 +442	+95%	+$285K	0.19%	120
2025 Q2	$288K	Sell	463 -28	-6%	-$16.1K	0.11%	189
2025 Q1	$276K	Hold	491	–	–	0.11%	182
2024 Q4	$289K	Sell	491 -51	-9%	-$30.2K	0.12%	174
2024 Q3	$313K	Sell	542 -486	-47%	-$270K	0.13%	160
2024 Q2	$562K	Buy	+1,028	New	+$541K	0.28%	77
2021 Q2	–	Sell	-916	Closed	-$365K	–	172
2021 Q1	$365K	Sell	916 -3	-0.3%	-$1.16K	0.26%	95
2020 Q4	$345K	Buy	919 +20	+2%	+$7.12K	0.27%	90
2020 Q3	$302K	Sell	899 -9	-1%	-$3K	0.26%	84
2020 Q2	$281K	Buy	908 +8	+0.9%	+$2.35K	0.26%	83
2020 Q1	$235K	Sell	900 -113	-11%	-$34.6K	0.26%	79
2019 Q4	$329K	Buy	1,013 +4	+0.4%	+$1.24K	0.28%	79
2019 Q3	$314K	Sell	1,009 -96	-9%	-$28.5K	0.27%	79
2019 Q2	$326K	Buy	1,105 +48	+5%	+$13.9K	0.3%	69
2019 Q1	$308K	Sell	1,057 -70	-6%	-$19.1K	0.28%	74
2018 Q4	$291K	Buy	1,127 +7	+0.6%	+$1.9K	0.3%	68
2018 Q3	$308K	Sell	1,120 -9	-0.8%	-$2.58K	0.3%	76
2018 Q2	$310K	Sell	1,129 -2	-0.2%	-$544	0.26%	76
2018 Q1	$304K	Sell	1,131 -18	-2%	-$4.95K	0.26%	74
2017 Q4	$317K	Buy	+1,149	New	+$301K	0.29%	67

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 Wealth Advisors's IVV Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q2 2026, selling an estimated $32.8K and leaving 551 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #186.

Acorn Wealth Advisors first reported a position in IVV in Q4 2017 and has held it in 23 quarters since. The position peaked at $605K in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Acorn Wealth Advisors held 551 shares of iShares Core S&P 500 ETF worth $413K as of Q2 2026.
Acorn Wealth Advisors sold 45 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32.8K.
iShares Core S&P 500 ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q2 2026, its #186 holding.
Acorn Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 23 quarters since.
Acorn Wealth Advisors's iShares Core S&P 500 ETF position peaked at $605K in Q3 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.