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 Q3	$10.7M	Sell	13,925 -2,381	-15%	-$1.82M	0.49%	54
2026 Q2	$12.2M	Buy	16,306 +1,176	+8%	+$856K	0.6%	39
2026 Q1	$9.9M	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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Aprio Wealth Management's IVV Position: Q3 2026 in Review

Aprio Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q3 2026, selling an estimated $1.82M and leaving 13,925 shares worth $10.7M. The position accounts for 0.49% of the portfolio, ranked #54.

Aprio Wealth Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q2 2026. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Aprio Wealth Management held 13,925 shares of iShares Core S&P 500 ETF worth $10.7M as of Q3 2026.
Aprio Wealth Management sold 2,381 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.82M.
iShares Core S&P 500 ETF made up 0.49% of Aprio Wealth Management's portfolio in Q3 2026, its #54 holding.
Aprio Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Aprio Wealth Management's iShares Core S&P 500 ETF position peaked at $12.2M in Q2 2026.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.