AWMI
IVV icon

Aegis Wealth Management (Iowa)’s iShares Core S&P 500 ETF IVV Stock Holding History

Aegis Wealth Management (Iowa)’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 		$2.93M Buy
3,910
+1,327
+51% +$966K 1.89% 8
2026
Q1 		$1.69M Buy
2,583
+569
+28% +$389K 1.33% 14
2025
Q4 		$1.38M Buy
+2,014
New +$1.37M 1.08% 20

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Aegis Wealth Management (Iowa)'s IVV Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its iShares Core S&P 500 ETF (IVV) stake by 51% in Q2 2026, buying an estimated $966K and bringing the position to 3,910 shares worth $2.93M. The position accounts for 1.89% of the portfolio, ranked #8.

Aegis Wealth Management (Iowa) first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 3,910 shares of iShares Core S&P 500 ETF worth $2.93M as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 1,327 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $966K.
  • iShares Core S&P 500 ETF made up 1.89% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #8 holding.
  • Aegis Wealth Management (Iowa) first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.