American Investment Services’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
Q1 | $669K | Sell |
1,025
-6
| -0.6% | -$4.1K | 0.15% | 83 |
|
|
2025
Q4 | $706K | Hold |
1,031
| – | – | 0.16% | 78 |
|
|
2025
Q3 | $690K | Sell |
1,031
-14
| -1% | -$9.02K | 0.17% | 79 |
|
|
2025
Q2 | $649K | Sell |
1,045
-346
| -25% | -$199K | 0.17% | 80 |
|
|
2025
Q1 | $781K | Sell |
1,391
-224
| -14% | -$132K | 0.14% | 92 |
|
|
2024
Q4 | $951K | Sell |
1,615
-30
| -2% | -$17.8K | 0.17% | 80 |
|
|
2024
Q3 | $949K | Sell |
1,645
-65
| -4% | -$36.1K | 0.16% | 81 |
|
|
2024
Q2 | $936K | Sell |
1,710
-79
| -4% | -$41.5K | 0.17% | 79 |
|
|
2024
Q1 | $940K | Sell |
1,789
-20
| -1% | -$10K | 0.17% | 79 |
|
|
2023
Q4 | $864K | Sell |
1,809
-28
| -2% | -$12.5K | 0.16% | 79 |
|
|
2023
Q3 | $789K | Sell |
1,837
-26
| -1% | -$11.6K | 0.17% | 77 |
|
|
2023
Q2 | $830K | Sell |
1,863
-265
| -12% | -$112K | 0.17% | 79 |
|
|
2023
Q1 | $817K | Hold |
2,128
| – | – | 0.17% | 79 |
|
|
2022
Q4 | $817K | Sell |
2,128
-8
| -0.4% | -$3.09K | 0.17% | 79 |
|
|
2022
Q3 | $766K | Sell |
2,136
-10
| -0.5% | -$3.99K | 0.18% | 70 |
|
|
2022
Q2 | $814K | Sell |
2,146
-45
| -2% | -$18.5K | 0.19% | 67 |
|
|
2022
Q1 | $994K | Hold |
2,191
| – | – | 0.22% | 60 |
|
|
2021
Q4 | $1.04M | Sell |
2,191
-340
| -13% | -$157K | 0.23% | 62 |
|
|
2021
Q3 | $1.09M | Sell |
2,531
-172
| -6% | -$76.2K | 0.24% | 60 |
|
|
2021
Q2 | $1.16M | Buy |
2,703
+164
| +6% | +$68.7K | 0.27% | 58 |
|
|
2021
Q1 | $1.01M | Buy |
2,539
+312
| +14% | +$121K | 0.27% | 56 |
|
|
2020
Q4 | $836K | Hold |
2,227
| – | – | 0.25% | 56 |
|
|
2020
Q3 | $748K | Hold |
2,227
| – | – | 0.25% | 68 |
|
|
2020
Q2 | $690K | Buy |
2,227
+500
| +29% | +$147K | 0.24% | 69 |
|
|
2020
Q1 | $446K | Sell |
1,727
-30
| -2% | -$9.19K | 0.17% | 93 |
|
|
2019
Q4 | $568K | Sell |
1,757
-140
| -7% | -$43.3K | 0.17% | 93 |
|
|
2019
Q3 | $566K | Hold |
1,897
| – | – | 0.18% | 87 |
|
|
2019
Q2 | $559K | Hold |
1,897
| – | – | 0.18% | 85 |
|
|
2019
Q1 | $540K | Hold |
1,897
| – | – | 0.17% | 81 |
|
|
2018
Q4 | $477K | Buy |
1,897
+549
| +41% | +$149K | 0.17% | 76 |
|
|
2018
Q3 | $395K | Sell |
1,348
-11
| -0.8% | -$3.15K | 0.13% | 85 |
|
|
2018
Q2 | $371K | Sell |
1,359
-286
| -17% | -$77.8K | 0.13% | 86 |
|
|
2018
Q1 | $436K | Buy |
1,645
+286
| +21% | +$78.7K | 0.15% | 79 |
|
|
2017
Q4 | $365K | Buy |
1,359
+11
| +0.8% | +$2.88K | 0.13% | 82 |
|
|
2017
Q3 | $341K | Hold |
1,348
| – | – | 0.13% | 83 |
|
|
2017
Q2 | $328K | Hold |
1,348
| – | – | 0.13% | 82 |
|
|
2017
Q1 | $320K | Hold |
1,348
| – | – | 0.13% | 82 |
|
|
2016
Q4 | $303K | Sell |
1,348
-215
| -14% | -$47.3K | 0.13% | 83 |
|
|
2016
Q3 | $340K | Buy |
1,563
+506
| +48% | +$110K | 0.14% | 82 |
|
|
2016
Q2 | $222K | Hold |
1,057
| – | – | 0.1% | 90 |
|
|
2016
Q1 | $218K | Buy |
+1,057
| New | +$207K | 0.11% | 82 |
|
Other funds holding IVV
American Investment Services's IVV Position: Q1 2026 in Review
American Investment Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.58% in Q1 2026, selling an estimated $4.1K and leaving 1,025 shares worth $669K. The position accounts for 0.15% of the portfolio, ranked #83.
American Investment Services first reported a position in IVV in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.16M in Q2 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- American Investment Services held 1,025 shares of iShares Core S&P 500 ETF worth $669K as of Q1 2026.
- American Investment Services sold 6 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.1K.
- iShares Core S&P 500 ETF made up 0.15% of American Investment Services's portfolio in Q1 2026, its #83 holding.
- American Investment Services first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
- American Investment Services's iShares Core S&P 500 ETF position peaked at $1.16M in Q2 2021.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.