American Capital Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$466K Hold
622
0.17% 77
2026
Q1
$406K Hold
622
0.16% 78
2025
Q4
$426K Hold
622
0.18% 79
2025
Q3
$416K Hold
622
0.19% 77
2025
Q2
$386K Hold
622
0.19% 79
2025
Q1
$350K Sell
622
-35
-5% -$20.7K 0.19% 81
2024
Q4
$387K Buy
657
+30
+5% +$17.8K 0.21% 79
2024
Q3
$362K Buy
627
+5
+0.8% +$2.78K 0.21% 75
2024
Q2
$297K Hold
622
0.21% 72
2024
Q1
$256K Hold
622
0.22% 74
2023
Q4
$297K Buy
+622
New +$278K 0.21% 72

Other funds holding IVV

American Capital Advisory's IVV Position: Q2 2026 in Review

American Capital Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 622 shares worth $466K. The position accounts for 0.17% of the portfolio, ranked #77.

American Capital Advisory first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • American Capital Advisory held 622 shares of iShares Core S&P 500 ETF worth $466K as of Q2 2026.
  • American Capital Advisory left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.17% of American Capital Advisory's portfolio in Q2 2026, its #77 holding.
  • American Capital Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.