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

ACT 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 		$21.5M Sell
28,726
-234
-0.8% -$170K 7.15% 8
2026
Q1 		$18.9M Sell
28,960
-599
-2% -$409K 8.04% 7
2025
Q4 		$20.2M Sell
29,559
-669
-2% -$454K 7.98% 6
2025
Q3 		$20.2M Sell
30,228
-4,943
-14% -$3.18M 8.17% 6
2025
Q2 		$21.8M Sell
35,171
-12,502
-26% -$7.18M 10.1% 5
2025
Q1 		$26.8M Sell
47,673
-2,110
-4% -$1.25M 14.54% 1
2024
Q4 		$29.3M Buy
49,783
+3,468
+7% +$2.05M 15.78% 1
2024
Q3 		$26.7M Buy
46,315
+5,302
+13% +$2.95M 12.61% 2
2024
Q2 		$22.4M Sell
41,013
-240
-0.6% -$126K 11.69% 3
2024
Q1 		$21.7M Buy
41,253
+652
+2% +$326K 11.89% 2
2023
Q4 		$19.4M Buy
40,601
+5,093
+14% +$2.28M 11.05% 3
2023
Q3 		$15.2M Buy
35,508
+3,405
+11% +$1.52M 9.44% 5
2023
Q2 		$14.3M Buy
32,103
+2,733
+9% +$1.15M 9.45% 7
2023
Q1 		$12.1M Buy
29,370
+8,283
+39% +$3.32M 7.78% 7
2022
Q4 		$8.1M Buy
21,087
+17,340
+463% +$6.69M 5.16% 9
2022
Q3 		$1.34M Buy
+3,747
New +$1.5M 0.94% 10

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

ACT Advisors's IVV Position: Q2 2026 in Review

ACT Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.81% in Q2 2026, selling an estimated $170K and leaving 28,726 shares worth $21.5M. The position accounts for 7.15% of the portfolio, ranked #8.

ACT Advisors first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.3M in Q4 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • ACT Advisors held 28,726 shares of iShares Core S&P 500 ETF worth $21.5M as of Q2 2026.
  • ACT Advisors sold 234 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $170K.
  • iShares Core S&P 500 ETF made up 7.15% of ACT Advisors's portfolio in Q2 2026, its #8 holding.
  • ACT Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • ACT Advisors's iShares Core S&P 500 ETF position peaked at $29.3M in Q4 2024.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.