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Advantage Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Advantage Trust Company’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 		$29.2K Buy
+39
New +$28.4K 0.01% 134
2025
Q1 		– Sell
-61
Closed -$35.9K – 168
2024
Q4 		$35.9K Buy
+61
New +$36.1K 0.02% 120

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Advantage Trust Company's IVV Position: Q2 2026 in Review

Advantage Trust Company opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 39 shares worth $29.2K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in IVV as recently as Q4 2024.

Advantage Trust Company first reported a position in IVV in Q4 2024 and has held it in 2 quarters since. The position peaked at $35.9K in Q4 2024. 1,533 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Advantage Trust Company held 39 shares of iShares Core S&P 500 ETF worth $29.2K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Advantage Trust Company position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #134 holding.
  • Advantage Trust Company first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 2 quarters since.
  • Advantage Trust Company's iShares Core S&P 500 ETF position peaked at $35.9K in Q4 2024.
  • 1,533 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.