AmeriServ Wealth Advisors
IVV icon

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
Q3 		$884K Hold
1,154
– – 0.7% 14
2026
Q2 		$864K Hold
1,154
– – 0.58% 17
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

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AmeriServ Wealth Advisors's IVV Position: Q3 2026 in Review

AmeriServ Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,154 shares worth $884K. The position accounts for 0.7% of the portfolio, ranked #14.

AmeriServ Wealth Advisors first reported a position in IVV in Q1 2018 and has held it in 27 quarters since. 1,702 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • AmeriServ Wealth Advisors held 1,154 shares of iShares Core S&P 500 ETF worth $884K as of Q3 2026.
  • AmeriServ Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.7% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • AmeriServ Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 27 quarters since.
  • 1,702 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.