AWA
IVV icon

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

Aletheian Wealth 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 		$8.19M Sell
10,932
-21
-0.2% -$15.3K 3.5% 6
2026
Q1 		$7.15M Buy
+10,953
New +$7.48M 3.49% 7
2025
Q3 		$8.02M Sell
11,986
-23
-0.2% -$14.8K 3.73% 7
2025
Q2 		$7.46M Sell
12,009
-19
-0.2% -$10.9K 3.67% 7
2025
Q1 		$6.76M Sell
12,028
-63
-0.5% -$37.2K 3.8% 7
2024
Q4 		$7.12M Sell
12,091
-44
-0.4% -$26K 4.21% 6
2024
Q3 		$7M Sell
12,135
-5,341
-31% -$2.97M 4.09% 7
2024
Q2 		$9.56M Hold
17,476
– – 5.04% 4
2024
Q1 		$9.19M Sell
17,476
-57
-0.3% -$28.5K 4.98% 4
2023
Q4 		$8.37M Sell
17,533
-156
-0.9% -$69.8K 5.54% 4
2023
Q3 		$7.6M Buy
17,689
+843
+5% +$377K 5.83% 4
2023
Q2 		$7.51M Sell
16,846
-1,201
-7% -$506K 5.14% 4
2023
Q1 		$7.42M Sell
18,047
-192
-1% -$77K 6.55% 4
2022
Q4 		$7.01M Sell
18,239
-66
-0.4% -$25.5K 6.05% 4
2022
Q3 		$6.57M Sell
18,305
-73
-0.4% -$29.1K 7.45% 4
2022
Q2 		$6.97M Sell
18,378
-665
-3% -$274K 7.08% 4
2022
Q1 		$8.64M Sell
19,043
-4,228
-18% -$1.89M 8.2% 4
2021
Q4 		$11.1M Buy
+23,271
New +$10.7M 10.89% 3

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Aletheian Wealth Advisors's IVV Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.19% in Q2 2026, selling an estimated $15.3K and leaving 10,932 shares worth $8.19M. The position accounts for 3.5% of the portfolio, ranked #6.

Aletheian Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.1M in Q4 2021. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aletheian Wealth Advisors held 10,932 shares of iShares Core S&P 500 ETF worth $8.19M as of Q2 2026.
  • Aletheian Wealth Advisors sold 21 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core S&P 500 ETF made up 3.5% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's iShares Core S&P 500 ETF position peaked at $11.1M in Q4 2021.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.