Acute Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Acute Investment Advisory’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	$475K	Sell	634 -25	-4%	-$18.2K	5.02%	9
2026 Q1	$430K	Buy	+659	New	+$450K	4.83%	8
2023 Q1	–	Sell	-3,929	Closed	-$1.51M	–	17
2022 Q4	$1.51M	Buy	+3,929	New	+$1.52M	1.03%	8

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

Acute Investment Advisory's IVV Position: Q2 2026 in Review

Acute Investment Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q2 2026, selling an estimated $18.2K and leaving 634 shares worth $475K. The position accounts for 5.02% of the portfolio, ranked #9.

Acute Investment Advisory first reported a position in IVV in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Acute Investment Advisory held 634 shares of iShares Core S&P 500 ETF worth $475K as of Q2 2026.
Acute Investment Advisory sold 25 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.2K.
iShares Core S&P 500 ETF made up 5.02% of Acute Investment Advisory's portfolio in Q2 2026, its #9 holding.
Acute Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 3 quarters since.
Acute Investment Advisory's iShares Core S&P 500 ETF position peaked at $1.51M in Q4 2022.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Acute Investment Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.