American Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

American Financial 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	$4.45M	Sell	5,938 -161	-3%	-$117K	0.54%	31
2026 Q1	$3.98M	Sell	6,099 -160	-3%	-$109K	0.53%	29
2025 Q4	$4.29M	Buy	6,259 +84	+1%	+$57K	0.55%	29
2025 Q3	$4.13M	Sell	6,175 -637	-9%	-$410K	0.53%	28
2025 Q2	$4.23M	Buy	6,812 +1,887	+38%	+$1.08M	0.59%	29
2025 Q1	$2.77M	Buy	4,925 +49	+1%	+$28.9K	0.4%	32
2024 Q4	$2.87M	Buy	4,876 +29	+0.6%	+$17.2K	0.4%	32
2024 Q3	$2.8M	Sell	4,847 -212	-4%	-$118K	0.38%	35
2024 Q2	$2.77M	Sell	5,059 -209	-4%	-$110K	0.39%	34
2024 Q1	$2.77M	Buy	5,268 +129	+3%	+$64.5K	0.39%	35
2023 Q4	$2.45M	Buy	5,139 +1,005	+24%	+$450K	0.36%	37
2023 Q3	$1.78M	Buy	4,134 +179	+5%	+$80.1K	0.28%	43
2023 Q2	$1.76M	Buy	3,955 +42	+1%	+$17.7K	0.28%	45
2023 Q1	$1.61M	Buy	3,913 +6	+0.2%	+$2.41K	0.26%	46
2022 Q4	$1.5M	Buy	3,907 +962	+33%	+$371K	0.25%	46
2022 Q3	$1.06M	Buy	2,945 +262	+10%	+$105K	0.18%	51
2022 Q2	$1.02M	Buy	2,683 +2	+0.1%	+$823	0.27%	32
2022 Q1	$1.22M	Buy	2,681 +2	+0.1%	+$894	0.17%	53
2021 Q4	$1.28M	Buy	2,679 +10	+0.4%	+$4.61K	0.16%	53
2021 Q3	$1.15M	Buy	2,669 +18	+0.7%	+$7.98K	0.15%	56
2021 Q2	$1.14M	Buy	2,651 +12	+0.5%	+$5.03K	0.16%	55
2021 Q1	$1.05M	Sell	2,639 -79	-3%	-$30.6K	0.16%	58
2020 Q4	$1.02M	Sell	2,718 -9	-0.3%	-$3.2K	0.15%	59
2020 Q3	$916K	Sell	2,727 -23	-0.8%	-$7.65K	0.15%	55
2020 Q2	$885K	Buy	2,750 +4	+0.1%	+$1.17K	0.14%	56
2020 Q1	$791K	Sell	2,746 -217	-7%	-$66.5K	0.14%	55
2019 Q4	$880K	Sell	2,963 -90	-3%	-$27.9K	0.15%	47
2019 Q3	$911K	Sell	3,053 -1,631	-35%	-$485K	0.17%	48
2019 Q2	$1.38M	Sell	4,684 -4	-0.1%	-$1.16K	0.27%	44
2019 Q1	$1.33M	Sell	4,688 -249	-5%	-$68.1K	0.27%	45
2018 Q4	$1.24M	Buy	+4,937	New	+$1.34M	0.27%	42

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

American Financial Advisors's IVV Position: Q2 2026 in Review

American Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, selling an estimated $117K and leaving 5,938 shares worth $4.45M. The position accounts for 0.54% of the portfolio, ranked #31.

American Financial Advisors first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

American Financial Advisors held 5,938 shares of iShares Core S&P 500 ETF worth $4.45M as of Q2 2026.
American Financial Advisors sold 161 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $117K.
iShares Core S&P 500 ETF made up 0.54% of American Financial Advisors's portfolio in Q2 2026, its #31 holding.
American Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.