American Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
American Wealth Advisors's IVV Position: Q2 2026 in Review
American Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.47% in Q2 2026, selling an estimated $130K and leaving 37,435 shares worth $28M. The position accounts for 26.31% of the portfolio, ranked #1.
American Wealth Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- American Wealth Advisors held 37,435 shares of iShares Core S&P 500 ETF worth $28M as of Q2 2026.
- American Wealth Advisors sold 178 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $130K.
- iShares Core S&P 500 ETF made up 26.31% of American Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- American Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.