Advocacy Wealth Management Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
1,822
+21
| +1% | +$14.3K | 0.05% | 86 |
|
|
2025
Q4 | $1.23M | Hold |
1,801
| – | – | 0.05% | 89 |
|
|
2025
Q3 | $1.21M | Sell |
1,801
-1
| -0.1% | -$644 | 0.05% | 92 |
|
|
2025
Q2 | $1.12M | Sell |
1,802
-60
| -3% | -$34.5K | 0.07% | 50 |
|
|
2025
Q1 | $1.05M | Sell |
1,862
-26
| -1% | -$15.4K | 0.07% | 48 |
|
|
2024
Q4 | $1.11M | Buy |
1,888
+162
| +9% | +$95.9K | 0.08% | 42 |
|
|
2024
Q3 | $996K | Hold |
1,726
| – | – | 0.08% | 40 |
|
|
2024
Q2 | $945K | Sell |
1,726
-551
| -24% | -$290K | 0.08% | 41 |
|
|
2024
Q1 | $1.2M | Buy |
2,277
+61
| +3% | +$30.5K | 0.1% | 44 |
|
|
2023
Q4 | $1.06M | Hold |
2,216
| – | – | 0.1% | 42 |
|
|
2023
Q3 | $952K | Hold |
2,216
| – | – | 0.11% | 27 |
|
|
2023
Q2 | $988K | Sell |
2,216
-310
| -12% | -$131K | 0.11% | 26 |
|
|
2023
Q1 | $1.04M | Sell |
2,526
-149
| -6% | -$59.7K | 0.13% | 26 |
|
|
2022
Q4 | $1.03M | Sell |
2,675
-6,381
| -70% | -$2.46M | 0.14% | 28 |
|
|
2022
Q3 | $3.43M | Buy |
9,056
+475
| +6% | +$190K | 0.5% | 17 |
|
|
2022
Q2 | $3.25M | Buy |
8,581
+440
| +5% | +$181K | 0.52% | 15 |
|
|
2022
Q1 | $3.7M | Buy |
8,141
+248
| +3% | +$111K | 0.64% | 14 |
|
|
2021
Q4 | $3.77M | Sell |
7,893
-1,653
| -17% | -$762K | 0.63% | 18 |
|
|
2021
Q3 | $4.11M | Sell |
9,546
-545
| -5% | -$242K | 0.74% | 14 |
|
|
2021
Q2 | $4.34M | Sell |
10,091
-61
| -0.6% | -$25.6K | 0.8% | 15 |
|
|
2021
Q1 | $4.08M | Sell |
10,152
-210
| -2% | -$81.3K | 0.82% | 23 |
|
|
2020
Q4 | $3.89M | Buy |
10,362
+2,401
| +30% | +$855K | 0.58% | 21 |
|
|
2020
Q3 | $2.69M | Buy |
7,961
+1,650
| +26% | +$549K | 0.43% | 26 |
|
|
2020
Q2 | $1.95M | Buy |
6,311
+1,782
| +39% | +$523K | 0.4% | 27 |
|
|
2020
Q1 | $1.12M | Buy |
4,529
+2,703
| +148% | +$828K | 0.25% | 21 |
|
|
2019
Q4 | $590K | Buy |
1,826
+664
| +57% | +$206K | 0.17% | 24 |
|
|
2019
Q3 | $347K | Buy |
1,162
+809
| +229% | +$240K | 0.23% | 23 |
|
|
2019
Q2 | $104K | Hold |
353
| – | – | 0.08% | 26 |
|
|
2019
Q1 | $102K | Sell |
353
-70
| -17% | -$19.1K | 0.11% | 23 |
|
|
2018
Q4 | $106K | Sell |
423
-673
| -61% | -$183K | 0.08% | 16 |
|
|
2018
Q3 | $321K | Buy |
1,096
+970
| +770% | +$278K | 0.2% | 14 |
|
|
2018
Q2 | $34K | Hold |
126
| – | – | 0.02% | 54 |
|
|
2018
Q1 | $33K | Hold |
126
| – | – | 0.02% | 56 |
|
|
2017
Q4 | $34K | Hold |
126
| – | – | 0.02% | 67 |
|
|
2017
Q3 | $32K | Hold |
126
| – | – | 0.01% | 94 |
|
|
2017
Q2 | $31K | Hold |
126
| – | – | 0.01% | 101 |
|
|
2017
Q1 | $30K | Sell |
126
-148
| -54% | -$34.6K | 0.01% | 114 |
|
|
2016
Q4 | $62K | Buy |
274
+146
| +114% | +$32.1K | 0.02% | 64 |
|
|
2016
Q3 | $28K | Buy |
+128
| New | +$27.8K | 0.01% | 161 |
|
|
2016
Q1 | – | Sell |
-82
| Closed | -$17K | – | 531 |
|
|
2015
Q4 | $17K | Buy |
+82
| New | +$16.9K | 0.02% | 291 |
|
|
2013
Q3 | $178K | Sell |
1,055
-1,600
| -60% | -$270K | 0.49% | 42 |
|
|
2013
Q2 | $427K | Buy |
+2,655
| New | +$430K | 1.7% | 11 |
|
Other funds holding IVV
Advocacy Wealth Management Services's IVV Position: Q1 2026 in Review
Advocacy Wealth Management Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, buying an estimated $14.3K and bringing the position to 1,822 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #86.
Advocacy Wealth Management Services first reported a position in IVV in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.34M in Q2 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Advocacy Wealth Management Services held 1,822 shares of iShares Core S&P 500 ETF worth $1.19M as of Q1 2026.
- Advocacy Wealth Management Services bought 21 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $14.3K.
- iShares Core S&P 500 ETF made up 0.05% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #86 holding.
- Advocacy Wealth Management Services first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 42 quarters since.
- Advocacy Wealth Management Services's iShares Core S&P 500 ETF position peaked at $4.34M in Q2 2021.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.