AFG Fiduciary Services’s iShares Core S&P 500 ETF IVV Stock Holding History

AFG Fiduciary 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	$379K	Sell	506 -78	-13%	-$56.8K	0.29%	45
2026 Q1	$387K	Hold	584	–	–	0.23%	61
2025 Q4	$401K	Hold	584	–	–	0.24%	61
2025 Q3	$392K	Hold	584	–	–	0.23%	63
2025 Q2	$362K	Hold	584	–	–	0.23%	59
2025 Q1	$319K	Hold	584	–	–	0.23%	56
2024 Q4	$348K	Sell	584 -33	-5%	-$19.5K	0.25%	54
2024 Q3	$359K	Hold	617	–	–	0.24%	50
2024 Q2	$344K	Hold	617	–	–	0.24%	51
2024 Q1	$322K	Hold	617	–	–	0.24%	56
2023 Q4	$294K	Hold	617	–	–	0.24%	57
2023 Q3	$267K	Hold	617	–	–	0.24%	53
2023 Q2	$279K	Buy	617 +79	+15%	+$33.3K	0.21%	60
2023 Q1	$221K	Hold	538	–	–	0.2%	62
2022 Q4	$207K	Buy	+538	New	+$208K	0.19%	68
2022 Q3	–	Sell	-538	Closed	-$204K	–	85
2022 Q2	$204K	Hold	538	–	–	0.18%	74
2022 Q1	$244K	Hold	538	–	–	0.17%	75
2021 Q4	$257K	Buy	+538	New	+$248K	0.18%	66

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

AFG Fiduciary Services's IVV Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $56.8K and leaving 506 shares worth $379K. The position accounts for 0.29% of the portfolio, ranked #45.

AFG Fiduciary Services first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $401K in Q4 2025. 1,573 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

AFG Fiduciary Services held 506 shares of iShares Core S&P 500 ETF worth $379K as of Q2 2026.
AFG Fiduciary Services sold 78 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.8K.
iShares Core S&P 500 ETF made up 0.29% of AFG Fiduciary Services's portfolio in Q2 2026, its #45 holding.
AFG Fiduciary Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
AFG Fiduciary Services's iShares Core S&P 500 ETF position peaked at $401K in Q4 2025.
1,573 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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