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Ahara Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Ahara Advisors’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 		$2.7M Buy
28,021
+26,983
+2,600% +$19.6M 1.82% 18
2026
Q1 		$678K Sell
1,038
-141
-12% -$96.3K 0.57% 35
2025
Q4 		$808K Buy
+1,179
New +$801K 0.73% 26

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Ahara Advisors's IVV Position: Q2 2026 in Review

Ahara Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2,600% in Q2 2026, buying an estimated $19.6M and bringing the position to 28,021 shares worth $2.7M. The position accounts for 1.82% of the portfolio, ranked #18.

Ahara Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 1,365 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ahara Advisors held 28,021 shares of iShares Core S&P 500 ETF worth $2.7M as of Q2 2026.
  • Ahara Advisors bought 26,983 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.6M.
  • iShares Core S&P 500 ETF made up 1.82% of Ahara Advisors's portfolio in Q2 2026, its #18 holding.
  • Ahara Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ahara Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.