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Advisortrust Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Advisortrust Partners’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 		– Sell
-79
Closed -$51.7K – 248
2026
Q1 		$51.7K Buy
+79
New +$53.9K 0.02% 205

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Northwestern Mutual Wealth Management
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Morgan Stanley
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Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Advisortrust Partners's IVV Position: Q2 2026 in Review

Advisortrust Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 79 shares — an estimated $51.7K sold.

Advisortrust Partners first reported a position in IVV in Q1 2026 and held it in 1 quarter. The position peaked at $51.7K in Q1 2026. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Advisortrust Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 79 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $51.7K.
  • Advisortrust Partners first reported a position in iShares Core S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's iShares Core S&P 500 ETF position peaked at $51.7K in Q1 2026.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.