Andrews Advisory Associates’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
$724K Hold
967
0.35% 53
2026
Q1
$632K Sell
967
-161
-14% -$110K 0.33% 53
2025
Q4
$773K Buy
+1,128
New +$766K 0.41% 47

Other funds holding IVV

Andrews Advisory Associates's IVV Position: Q2 2026 in Review

Andrews Advisory Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 967 shares worth $724K. The position accounts for 0.35% of the portfolio, ranked #53.

Andrews Advisory Associates first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $773K in Q4 2025. 4,092 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Andrews Advisory Associates held 967 shares of iShares Core S&P 500 ETF worth $724K as of Q2 2026.
  • Andrews Advisory Associates left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.35% of Andrews Advisory Associates's portfolio in Q2 2026, its #53 holding.
  • Andrews Advisory Associates first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Andrews Advisory Associates's iShares Core S&P 500 ETF position peaked at $773K in Q4 2025.
  • 4,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Andrews Advisory Associates's 13F filing for Q2 2026, filed 17 Jul 2026.