Americana Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Americana Partners’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	$5.71M	Sell	7,628 -434	-5%	-$316K	0.13%	128
2026 Q1	$5.27M	Buy	8,062 +226	+3%	+$154K	0.14%	123
2025 Q4	$5.37M	Buy	7,836 +1,201	+18%	+$816K	0.15%	124
2025 Q3	$4.44M	Buy	6,635 +1,187	+22%	+$764K	0.13%	137
2025 Q2	$3.38M	Buy	5,448 +4,765	+698%	+$2.74M	0.12%	150
2025 Q1	$384K	Buy	683 +47	+7%	+$27.8K	0.01%	298
2024 Q4	$374K	Sell	636 -35	-5%	-$20.7K	0.02%	310
2024 Q3	$387K	Sell	671 -602	-47%	-$335K	0.03%	278
2024 Q2	$697K	Buy	1,273 +125	+11%	+$65.7K	0.05%	200
2024 Q1	$604K	Buy	1,148 +554	+93%	+$277K	0.05%	208
2023 Q4	$284K	Sell	594 -8	-1%	-$3.58K	0.03%	264
2023 Q3	$261K	Sell	602 -342	-36%	-$153K	0.03%	258
2023 Q2	$421K	Buy	944 +350	+59%	+$147K	0.05%	210
2023 Q1	$244K	Sell	594 -54	-8%	-$21.6K	0.04%	241
2022 Q4	$249K	Buy	+648	New	+$250K	0.04%	220
2022 Q2	–	Sell	-464	Closed	-$210K	–	263
2022 Q1	$210K	Hold	464	–	–	0.06%	209
2021 Q4	$221K	Buy	+464	New	+$214K	0.04%	232

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

Americana Partners's IVV Position: Q2 2026 in Review

Americana Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 5.4% in Q2 2026, selling an estimated $316K and leaving 7,628 shares worth $5.71M. The position accounts for 0.13% of the portfolio, ranked #128.

Americana Partners first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Americana Partners held 7,628 shares of iShares Core S&P 500 ETF worth $5.71M as of Q2 2026.
Americana Partners sold 434 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $316K.
iShares Core S&P 500 ETF made up 0.13% of Americana Partners's portfolio in Q2 2026, its #128 holding.
Americana Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.