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Akuna Securities’s iShares Core S&P 500 ETF IVV Stock Holding History

Akuna Securities’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
Q1 		– Sell
-1,074
Closed -$736K – 35
2025
Q4 		$736K Buy
+1,074
New +$729K ﹤0.01% 19

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Marshall Wace
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Creative Planning
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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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Akuna Securities's IVV Position: Q1 2026 in Review

Akuna Securities sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,074 shares — an estimated $736K sold.

Akuna Securities first reported a position in IVV in Q4 2025 and held it in 1 quarter. The position peaked at $736K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Akuna Securities reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Akuna Securities sold 1,074 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $736K.
  • Akuna Securities first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Akuna Securities's iShares Core S&P 500 ETF position peaked at $736K in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Akuna Securities's 13F filing for Q1 2026, filed 6 May 2026.