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

Allied 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	$334K	Buy	446 +18	+4%	+$13.1K	0.04%	85
2026 Q1	$280K	Sell	428 -54	-11%	-$36.9K	0.04%	84
2025 Q4	$330K	Sell	482 -20	-4%	-$13.6K	0.05%	79
2025 Q3	$336K	Sell	502 -61	-11%	-$39.3K	0.05%	76
2025 Q2	$350K	Sell	563 -64	-10%	-$36.7K	0.06%	69
2025 Q1	$352K	Sell	627 -36	-5%	-$21.3K	0.07%	65
2024 Q4	$390K	Sell	663 -23	-3%	-$13.6K	0.08%	59
2024 Q3	$396K	Buy	+686	New	+$381K	0.08%	57
2023 Q3	–	Sell	-475	Closed	-$212K	–	61
2023 Q2	$212K	Buy	+475	New	+$200K	0.06%	56

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Allied Investment Advisors's IVV Position: Q2 2026 in Review

Allied Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 446 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #85.

Allied Investment Advisors first reported a position in IVV in Q2 2023 and has held it in 9 quarters since. The position peaked at $396K in Q3 2024. 2,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Allied Investment Advisors held 446 shares of iShares Core S&P 500 ETF worth $334K as of Q2 2026.
Allied Investment Advisors bought 18 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.1K.
iShares Core S&P 500 ETF made up 0.04% of Allied Investment Advisors's portfolio in Q2 2026, its #85 holding.
Allied Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 9 quarters since.
Allied Investment Advisors's iShares Core S&P 500 ETF position peaked at $396K in Q3 2024.
2,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.