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Allen Mooney & Barnes Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Allen Mooney & Barnes Investment 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 		$478K Sell
638
-274
-30% -$200K 0.07% 104
2026
Q1 		$595K Hold
912
– – 0.09% 95
2025
Q4 		$624K Buy
912
+4
+0.4% +$2.72K 0.09% 88
2025
Q3 		$608K Sell
908
-39
-4% -$25.1K 0.09% 91
2025
Q2 		$588K Sell
947
-9
-0.9% -$5.17K 0.1% 93
2025
Q1 		$537K Buy
956
+142
+17% +$83.9K 0.09% 97
2024
Q4 		$479K Hold
814
– – 0.08% 105
2024
Q3 		$470K Sell
814
-688
-46% -$383K 0.08% 106
2024
Q2 		$822K Buy
1,502
+242
+19% +$127K 0.15% 76
2024
Q1 		$656K Buy
1,260
+120
+11% +$60K 0.13% 87
2023
Q4 		$544K Buy
1,140
+342
+43% +$153K 0.1% 91
2023
Q3 		$343K Buy
798
+31
+4% +$13.9K 0.07% 111
2023
Q2 		$342K Buy
767
+2
+0.3% +$843 0.08% 109
2023
Q1 		$315K Sell
765
-4
-0.5% -$1.6K 0.08% 110
2022
Q4 		$295K Buy
769
+3
+0.4% +$1.16K 0.07% 109
2022
Q3 		$275K Buy
766
+41
+6% +$16.4K 0.07% 113
2022
Q2 		$275K Sell
725
-4,803
-87% -$1.98M 0.07% 117
2022
Q1 		$2.51M Buy
+5,528
New +$2.47M 0.56% 50

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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

Allen Mooney & Barnes Investment Advisors's IVV Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, selling an estimated $200K and leaving 638 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #104.

Allen Mooney & Barnes Investment Advisors first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.51M in Q1 2022. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 638 shares of iShares Core S&P 500 ETF worth $478K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 274 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $200K.
  • iShares Core S&P 500 ETF made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's iShares Core S&P 500 ETF position peaked at $2.51M in Q1 2022.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.