AWM
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Aprio Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Aprio Wealth 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 		$12.2M Buy
16,306
+1,176
+8% +$856K 0.6% 39
2026
Q1 		$9.88M Buy
15,130
+2,351
+18% +$1.61M 0.54% 43
2025
Q4 		$10.3M Buy
12,779
+611
+5% +$415K 0.59% 39
2025
Q3 		$8.14M Sell
12,168
-502
-4% -$323K 0.81% 27
2025
Q2 		$7.87M Sell
12,670
-818
-6% -$470K 0.89% 22
2025
Q1 		$7.58M Buy
13,488
+8,759
+185% +$5.17M 0.95% 24
2024
Q4 		$2.78M Buy
4,729
+443
+10% +$262K 0.41% 46
2024
Q3 		$2.47M Sell
4,286
-435
-9% -$242K 0.4% 43
2024
Q2 		$2.58M Sell
4,721
-101
-2% -$53.1K 0.47% 37
2024
Q1 		$2.54M Buy
4,822
+277
+6% +$139K 0.5% 32
2023
Q4 		$2.17M Sell
4,545
-80
-2% -$35.8K 0.48% 33
2023
Q3 		$1.99M Sell
4,625
-711
-13% -$318K 0.55% 30
2023
Q2 		$2.38M Buy
5,336
+637
+14% +$268K 0.65% 28
2023
Q1 		$1.93M Sell
4,699
-137
-3% -$54.9K 0.6% 25
2022
Q4 		$1.86M Sell
4,836
-606
-11% -$234K 0.65% 25
2022
Q3 		$1.95M Sell
5,442
-150
-3% -$59.9K 0.78% 25
2022
Q2 		$2.12M Sell
5,592
-262
-4% -$108K 0.84% 24
2022
Q1 		$2.66M Sell
5,854
-381
-6% -$170K 1.01% 26
2021
Q4 		$2.97M Sell
6,235
-125
-2% -$57.6K 1.24% 21
2021
Q3 		$2.74M Sell
6,360
-65
-1% -$28.8K 1.25% 21
2021
Q2 		$2.76M Buy
+6,425
New +$2.69M 1.31% 15
2020
Q4 		$2.32M Buy
6,181
+606
+11% +$216K 1.53% 16
2020
Q3 		$1.87M Buy
5,575
+1,035
+23% +$344K 1.33% 17
2020
Q2 		$1.41M Buy
4,540
+1,737
+62% +$510K 1.36% 16
2020
Q1 		$724K Sell
2,803
-2,779
-50% -$852K 0.92% 23
2019
Q4 		$1.8M Buy
+5,582
New +$1.73M 1.33% 16

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Aprio Wealth Management's IVV Position: Q2 2026 in Review

Aprio Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 7.8% in Q2 2026, buying an estimated $856K and bringing the position to 16,306 shares worth $12.2M. The position accounts for 0.6% of the portfolio, ranked #39.

Aprio Wealth Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aprio Wealth Management held 16,306 shares of iShares Core S&P 500 ETF worth $12.2M as of Q2 2026.
  • Aprio Wealth Management bought 1,176 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $856K.
  • iShares Core S&P 500 ETF made up 0.6% of Aprio Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Aprio Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.