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APS Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

APS Management Group’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 		$211K Buy
+282
New +$205K 0.16% 75
2026
Q1 		– Sell
-304
Closed -$208K – 74
2025
Q4 		$208K Sell
304
-20
-6% -$13.6K 0.18% 74
2025
Q3 		$217K Buy
+324
New +$209K 0.19% 72

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
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

APS Management Group's IVV Position: Q2 2026 in Review

APS Management Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 282 shares worth $211K. The stake represents 0.16% of the portfolio and ranks #75 among its holdings. This is a return to the name: APS Management Group previously reported a position in IVV as recently as Q4 2025.

APS Management Group first reported a position in IVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $217K in Q3 2025. 1,835 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • APS Management Group held 282 shares of iShares Core S&P 500 ETF worth $211K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new APS Management Group position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.16% of APS Management Group's portfolio in Q2 2026, its #75 holding.
  • APS Management Group first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • APS Management Group's iShares Core S&P 500 ETF position peaked at $217K in Q3 2025.
  • 1,835 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on APS Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.