Acumen Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Acumen Wealth Advisors's IVV Position: Q2 2026 in Review
Acumen Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 56% in Q2 2026, selling an estimated $31M and leaving 33,792 shares worth $25.3M. The position accounts for 5.36% of the portfolio, ranked #2.
Acumen Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.9M in Q1 2026. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Acumen Wealth Advisors held 33,792 shares of iShares Core S&P 500 ETF worth $25.3M as of Q2 2026.
- Acumen Wealth Advisors sold 42,565 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $31M.
- iShares Core S&P 500 ETF made up 5.36% of Acumen Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Acumen Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Acumen Wealth Advisors's iShares Core S&P 500 ETF position peaked at $49.9M in Q1 2026.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.