AmeriServ Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

AmeriServ Wealth 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 Q1	$754K	Hold	1,154	–	–	0.48%	23
2025 Q4	$790K	Hold	1,154	–	–	0.46%	27
2025 Q3	$772K	Hold	1,154	–	–	0.39%	29
2025 Q2	$717K	Sell	1,154 -9	-0.8%	-$5.17K	0.35%	32
2025 Q1	$653K	Hold	1,163	–	–	0.38%	32
2024 Q4	$685K	Buy	+1,163	New	+$688K	0.37%	28
2023 Q3	$701K	Hold	1,632	–	–	1.29%	16
2023 Q2	$727K	Hold	1,632	–	–	1.38%	15
2023 Q1	$671K	Hold	1,632	–	–	1.54%	17
2022 Q4	$627K	Hold	1,632	–	–	1.25%	23
2022 Q3	$585K	Hold	1,632	–	–	1.29%	23
2022 Q2	$618K	Hold	1,632	–	–	1.46%	25
2022 Q1	$740K	Buy	1,632 +195	+14%	+$87.2K	0.54%	34
2021 Q4	$686K	Sell	1,437 -45	-3%	-$20.7K	0.47%	35
2021 Q3	$639K	Sell	1,482 -145	-9%	-$64.3K	0.49%	35
2021 Q2	$700K	Sell	1,627 -90	-5%	-$37.7K	0.55%	36
2021 Q1	$683K	Sell	1,717 -57	-3%	-$22.1K	0.59%	33
2020 Q4	$666K	Buy	+1,774	New	+$631K	0.65%	31
2019 Q3	$606K	Sell	2,029 -35	-2%	-$10.4K	0.82%	25
2019 Q2	$608K	Buy	2,064 +635	+44%	+$184K	0.79%	30
2019 Q1	$407K	Sell	1,429 -50	-3%	-$13.7K	0.85%	38
2018 Q4	$372K	Sell	1,479 -700	-32%	-$190K	0.94%	36
2018 Q3	$638K	Buy	2,179 +700	+47%	+$201K	0.8%	28
2018 Q2	$404K	Hold	1,479	–	–	0.54%	45
2018 Q1	$392K	Buy	+1,479	New	+$407K	0.44%	44

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AmeriServ Wealth Advisors's IVV Position: Q1 2026 in Review

AmeriServ Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,154 shares worth $754K. The position accounts for 0.48% of the portfolio, ranked #23.

AmeriServ Wealth Advisors first reported a position in IVV in Q1 2018 and has held it in 25 quarters since. The position peaked at $790K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

AmeriServ Wealth Advisors held 1,154 shares of iShares Core S&P 500 ETF worth $754K as of Q1 2026.
AmeriServ Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.48% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #23 holding.
AmeriServ Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 25 quarters since.
AmeriServ Wealth Advisors's iShares Core S&P 500 ETF position peaked at $790K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.