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

AJ 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	$276K	Sell	369 -3	-0.8%	-$2.19K	0.09%	31
2026 Q1	$243K	Buy	372 +1	+0.3%	+$683	0.09%	30
2025 Q4	$254K	Buy	371 +2	+0.5%	+$1.36K	0.09%	31
2025 Q3	$247K	Buy	369 +1	+0.3%	+$644	0.1%	32
2025 Q2	$229K	Buy	368 +1	+0.3%	+$574	0.1%	35
2025 Q1	$206K	Buy	367 +1	+0.3%	+$591	0.11%	34
2024 Q4	$215K	Buy	366 +1	+0.3%	+$592	0.11%	31
2024 Q3	$210K	Buy	+365	New	+$203K	0.11%	34

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

AJ Advisors's IVV Position: Q2 2026 in Review

AJ Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.81% in Q2 2026, selling an estimated $2.19K and leaving 369 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #31.

AJ Advisors first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

AJ Advisors held 369 shares of iShares Core S&P 500 ETF worth $276K as of Q2 2026.
AJ Advisors sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.09% of AJ Advisors's portfolio in Q2 2026, its #31 holding.
AJ Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.