Adamsbrown Wealth Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

Adamsbrown Wealth Consultants’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	$356K	Sell	475 -23	-5%	-$16.7K	0.07%	109
2026 Q1	$326K	Buy	498 +103	+26%	+$70.3K	0.09%	96
2025 Q4	$271K	Sell	395 -5	-1%	-$3.4K	0.08%	103
2025 Q3	$268K	Buy	400 +34	+9%	+$21.9K	0.07%	98
2025 Q2	$227K	Buy	+366	New	+$210K	0.07%	98
2024 Q4	–	Sell	-367	Closed	-$212K	–	99
2024 Q3	$212K	Buy	+367	New	+$204K	0.07%	89
2023 Q3	–	Sell	-485	Closed	-$216K	–	84
2023 Q2	$216K	Sell	485 -29	-6%	-$12.2K	0.11%	72
2023 Q1	$211K	Sell	514 -783	-60%	-$314K	0.12%	70
2022 Q4	$498K	Buy	1,297 +82	+7%	+$31.6K	0.3%	41
2022 Q3	$436K	Sell	1,215 -392	-24%	-$157K	0.33%	44
2022 Q2	$609K	Sell	1,607 -241	-13%	-$99.1K	0.48%	35
2022 Q1	$839K	Buy	1,848 +138	+8%	+$61.7K	0.66%	32
2021 Q4	$816K	Buy	+1,710	New	+$788K	0.74%	28

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Adamsbrown Wealth Consultants's IVV Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q2 2026, selling an estimated $16.7K and leaving 475 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #109.

Adamsbrown Wealth Consultants first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. The position peaked at $839K in Q1 2022. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Adamsbrown Wealth Consultants held 475 shares of iShares Core S&P 500 ETF worth $356K as of Q2 2026.
Adamsbrown Wealth Consultants sold 23 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
iShares Core S&P 500 ETF made up 0.07% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #109 holding.
Adamsbrown Wealth Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Adamsbrown Wealth Consultants's iShares Core S&P 500 ETF position peaked at $839K in Q1 2022.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.