Ameritas Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$89.7M Buy
119,791
+71,674
+149% +$52.2M 1.81% 4
2026
Q1
$31.4M Sell
48,117
-5,378
-10% -$3.67M 1.22% 11
2025
Q4
$36.6M Sell
53,495
-31,884
-37% -$21.7M 1.37% 9
2025
Q3
$57.1M Buy
85,379
+66,911
+362% +$43.1M 3.74% 2
2025
Q2
$11.5M Sell
18,468
-36,951
-67% -$21.2M 0.6% 30
2025
Q1
$32.2M Sell
55,419
-46,651
-46% -$27.5M 1.3% 14
2024
Q4
$60.1M Buy
102,070
+55,661
+120% +$32.9M 2.07% 5
2024
Q3
$26.8M Sell
46,409
-44,829
-49% -$24.9M 1.16% 14
2024
Q2
$49.9M Buy
91,238
+5,801
+7% +$3.05M 1.88% 5
2024
Q1
$43.6M Buy
85,437
+19,392
+29% +$9.7M 1.8% 5
2023
Q4
$32.9M Buy
66,045
+24,362
+58% +$10.9M 1.81% 4
2023
Q3
$18M Buy
41,683
+26,782
+180% +$12M 0.9% 22
2023
Q2
$6.57M Sell
14,901
-5,630
-27% -$2.37M 0.84% 21
2023
Q1
$8.47M Sell
20,531
-45,387
-69% -$18.2M 0.43% 46
2022
Q4
$25.3M Buy
65,918
+42,128
+177% +$16.3M 1.18% 14
2022
Q3
$8.53M Buy
23,790
+4,904
+26% +$1.96M 0.51% 40
2022
Q2
$7.16M Buy
18,886
+290
+2% +$119K 0.41% 46
2022
Q1
$8.44M Sell
18,596
-6,184
-25% -$2.77M 0.31% 61
2021
Q4
$11.8M Buy
+24,780
New +$11.4M 0.43% 49

Other funds holding IVV

Ameritas Advisory Services's IVV Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 149% in Q2 2026, buying an estimated $52.2M and bringing the position to 119,791 shares worth $89.7M. The position accounts for 1.81% of the portfolio, ranked #4.

Ameritas Advisory Services first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ameritas Advisory Services held 119,791 shares of iShares Core S&P 500 ETF worth $89.7M as of Q2 2026.
  • Ameritas Advisory Services bought 71,674 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $52.2M.
  • iShares Core S&P 500 ETF made up 1.81% of Ameritas Advisory Services's portfolio in Q2 2026, its #4 holding.
  • Ameritas Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.