AIM
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AMI Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

AMI Investment Management’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 		$9.84M Buy
+13,136
New +$9.57M 2.09% 13
2022
Q3 		– Sell
-986
Closed -$374K – 67
2022
Q2 		$374K Hold
986
– – 0.19% 57
2022
Q1 		$447K Hold
986
– – 0.2% 56
2021
Q4 		$470K Hold
986
– – 0.19% 59
2021
Q3 		$425K Hold
986
– – 0.18% 60
2021
Q2 		$424K Hold
986
– – 0.17% 61
2021
Q1 		$392K Hold
986
– – 0.16% 62
2020
Q4 		$370K Hold
986
– – 0.16% 63
2020
Q3 		$331K Hold
986
– – 0.17% 62
2020
Q2 		$305K Sell
986
-1,290
-57% -$379K 0.16% 63
2020
Q1 		$588K Sell
2,276
-225
-9% -$68.9K 0.35% 56
2019
Q4 		$808K Hold
2,501
– – 0.35% 53
2019
Q3 		$747K Sell
2,501
-130
-5% -$38.6K 0.35% 51
2019
Q2 		$775K Sell
2,631
-171
-6% -$49.6K 0.4% 49
2019
Q1 		$797K Buy
2,802
+20
+0.7% +$5.47K 0.42% 48
2018
Q4 		$700K Sell
2,782
-275
-9% -$74.7K 0.41% 48
2018
Q3 		$895K Hold
3,057
– – 0.46% 49
2018
Q2 		$835K Sell
3,057
-750
-20% -$204K 0.44% 47
2018
Q1 		$1.01M Sell
3,807
-800
-17% -$220K 0.61% 41
2017
Q4 		$1.24M Buy
+4,607
New +$1.21M 0.74% 38

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AMI Investment Management's IVV Position: Q2 2026 in Review

AMI Investment Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 13,136 shares worth $9.84M. The stake represents 2.09% of the portfolio and ranks #13 among its holdings. This is a return to the name: AMI Investment Management previously reported a position in IVV as recently as Q2 2022.

AMI Investment Management first reported a position in IVV in Q4 2017 and has held it in 20 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • AMI Investment Management held 13,136 shares of iShares Core S&P 500 ETF worth $9.84M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new AMI Investment Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 2.09% of AMI Investment Management's portfolio in Q2 2026, its #13 holding.
  • AMI Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 20 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.