AC
IVV icon

Apella Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Apella Capital’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 		$6.27M Sell
8,355
-34
-0.4% -$24.8K 0.09% 148
2026
Q1 		$5.98M Buy
8,389
+2,995
+56% +$2.05M 0.09% 147
2025
Q4 		$3.69M Buy
5,394
+3,198
+146% +$2.17M 0.07% 152
2025
Q3 		$1.46M Buy
2,196
+73
+3% +$47K 0.03% 205
2025
Q2 		$1.32M Buy
2,123
+645
+44% +$370K 0.04% 189
2025
Q1 		$808K Sell
1,478
-71
-5% -$41.9K 0.03% 213
2024
Q4 		$912K Buy
1,549
+75
+5% +$44.4K 0.04% 170
2024
Q3 		$842K Buy
1,474
+67
+5% +$37.3K 0.03% 168
2024
Q2 		$786K Buy
1,407
+99
+8% +$52.1K 0.04% 169
2024
Q1 		$683K Buy
1,308
+10
+0.8% +$5K 0.03% 169
2023
Q4 		$610K Sell
1,298
-41
-3% -$18.4K 0.03% 172
2023
Q3 		$575K Sell
1,339
-148
-10% -$66.2K 0.04% 162
2023
Q2 		$663K Buy
+1,487
New +$627K 0.05% 149
2022
Q4 		$555K Sell
1,444
-379
-21% -$146K 0.05% 146
2022
Q3 		$654K Buy
1,823
+141
+8% +$56.3K 0.08% 115
2022
Q2 		$638K Buy
1,682
+328
+24% +$135K 0.08% 121
2022
Q1 		$614K Buy
1,354
+143
+12% +$64K 0.09% 111
2021
Q4 		$578K Buy
1,211
+78
+7% +$35.9K 0.07% 123
2021
Q3 		$488K Sell
1,133
-170
-13% -$75.3K 0.07% 133
2021
Q2 		$560K Buy
1,303
+258
+25% +$108K 0.09% 129
2021
Q1 		$416K Sell
1,045
-214
-17% -$82.9K 0.13% 89
2020
Q4 		$473K Buy
1,259
+137
+12% +$48.8K 0.17% 86
2020
Q3 		$377K Sell
1,122
-105
-9% -$34.9K 0.15% 90
2020
Q2 		$380K Buy
1,227
+126
+11% +$37K 0.18% 86
2020
Q1 		$284K Buy
+1,101
New +$337K 0.17% 86

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

Apella Capital's IVV Position: Q2 2026 in Review

Apella Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 0.41% in Q2 2026, selling an estimated $24.8K and leaving 8,355 shares worth $6.27M. The position accounts for 0.09% of the portfolio, ranked #148.

Apella Capital first reported a position in IVV in Q1 2020 and has held it in 25 quarters since. 1,106 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Apella Capital held 8,355 shares of iShares Core S&P 500 ETF worth $6.27M as of Q2 2026.
  • Apella Capital sold 34 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24.8K.
  • iShares Core S&P 500 ETF made up 0.09% of Apella Capital's portfolio in Q2 2026, its #148 holding.
  • Apella Capital first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.