AWA
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

AmeriServ Wealth Advisors's IVV Position: Q2 2026 in Review

AmeriServ Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,154 shares worth $864K. The position accounts for 0.58% of the portfolio, ranked #17.

AmeriServ Wealth Advisors first reported a position in IVV in Q1 2018 and has held it in 26 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • AmeriServ Wealth Advisors held 1,154 shares of iShares Core S&P 500 ETF worth $864K as of Q2 2026.
  • AmeriServ Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.58% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • AmeriServ Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 26 quarters since.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.