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

Amplius 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 		– Sell
-1,400
Closed -$914K – 213
2026
Q1 		$914K Buy
1,400
+4
+0.3% +$2.73K 0.08% 76
2025
Q4 		$956K Buy
1,396
+5
+0.4% +$3.4K 0.08% 71
2025
Q3 		$931K Sell
1,391
-58
-4% -$37.4K 0.08% 73
2025
Q2 		$900K Buy
1,449
+31
+2% +$17.8K 0.08% 87
2025
Q1 		$797K Buy
1,418
+5
+0.4% +$2.95K 0.08% 86
2024
Q4 		$832K Buy
1,413
+5
+0.4% +$2.96K 0.09% 80
2024
Q3 		$812K Buy
1,408
+5
+0.4% +$2.78K 0.09% 78
2024
Q2 		$768K Buy
+1,403
New +$738K 0.09% 80
2022
Q1 		– Sell
-995
Closed -$474K – 533
2021
Q4 		$474K Buy
+995
New +$459K 0.07% 110

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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

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

Amplius Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 1,400 shares — an estimated $914K sold.

Amplius Wealth Advisors first reported a position in IVV in Q4 2021 and held it in 9 quarters. The position peaked at $956K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Amplius Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,400 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $914K.
  • Amplius Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 9 quarters.
  • Amplius Wealth Advisors's iShares Core S&P 500 ETF position peaked at $956K in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.