AdviceOne Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

AdviceOne Advisory Services’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	$640K	Sell	855 -310	-27%	-$226K	0.36%	15
2026 Q1	$761K	Sell	1,165 -59	-5%	-$40.3K	0.46%	12
2025 Q4	$838K	Buy	1,224 +290	+31%	+$197K	0.5%	11
2025 Q3	$625K	Hold	934	–	–	0.42%	12
2025 Q2	$580K	Hold	934	–	–	0.43%	11
2025 Q1	$525K	Buy	934 +35	+4%	+$20.7K	0.43%	13
2024 Q4	$529K	Buy	+899	New	+$532K	0.47%	11

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AdviceOne Advisory Services's IVV Position: Q2 2026 in Review

AdviceOne Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, selling an estimated $226K and leaving 855 shares worth $640K. The position accounts for 0.36% of the portfolio, ranked #15.

AdviceOne Advisory Services first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

AdviceOne Advisory Services held 855 shares of iShares Core S&P 500 ETF worth $640K as of Q2 2026.
AdviceOne Advisory Services sold 310 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $226K.
iShares Core S&P 500 ETF made up 0.36% of AdviceOne Advisory Services's portfolio in Q2 2026, its #15 holding.
AdviceOne Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
AdviceOne Advisory Services's iShares Core S&P 500 ETF position peaked at $838K in Q4 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.