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

Aptus Capital Advisors’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 		$40.5M Buy
54,068
+6,613
+14% +$4.82M 0.28% 76
2026
Q1 		$31M Buy
47,455
+1,181
+3% +$806K 0.24% 83
2025
Q4 		$31.7M Buy
46,274
+275
+0.6% +$187K 0.23% 86
2025
Q3 		$30.8M Sell
45,999
-1,506
-3% -$970K 0.22% 88
2025
Q2 		$29.5M Buy
47,505
+3,768
+9% +$2.16M 0.24% 83
2025
Q1 		$24.6M Buy
43,737
+657
+2% +$388K 0.25% 87
2024
Q4 		$25.4M Buy
43,080
+23,375
+119% +$13.8M 0.27% 79
2024
Q3 		$11.4M Buy
19,705
+14,842
+305% +$8.25M 0.17% 121
2024
Q2 		$2.66M Sell
4,863
-988
-17% -$520K 0.05% 263
2024
Q1 		$3.08M Buy
5,851
+3,443
+143% +$1.72M 0.06% 240
2023
Q4 		$1.15M Sell
2,408
-575
-19% -$257K 0.03% 274
2023
Q3 		$1.28M Buy
2,983
+583
+24% +$261K 0.03% 278
2023
Q2 		$1.07M Sell
2,400
-257
-10% -$108K 0.03% 264
2023
Q1 		$1.09M Sell
2,657
-696
-21% -$279K 0.03% 258
2022
Q4 		$1.29M Sell
3,353
-53
-2% -$20.5K 0.04% 256
2022
Q3 		$1.22M Sell
3,406
-859
-20% -$343K 0.03% 247
2022
Q2 		$1.62M Sell
4,265
-1,191
-22% -$490K 0.04% 208
2022
Q1 		$2.48M Buy
5,456
+2,693
+97% +$1.2M 0.06% 179
2021
Q4 		$1.32M Buy
2,763
+239
+9% +$110K 0.04% 238
2021
Q3 		$1.09M Sell
2,524
-120
-5% -$53.2K 0.03% 241
2021
Q2 		$1.14M Buy
2,644
+1,882
+247% +$788K 0.03% 215
2021
Q1 		$303K Buy
762
+140
+23% +$54.2K 0.01% 298
2020
Q4 		$233K Sell
622
-2,139
-77% -$761K 0.01% 294
2020
Q3 		$928K Buy
2,761
+1,146
+71% +$381K 0.05% 155
2020
Q2 		$500K Buy
1,615
+329
+26% +$96.6K 0.03% 193
2020
Q1 		$332K Sell
1,286
-220
-15% -$67.4K 0.03% 220
2019
Q4 		$486K Buy
1,506
+1,164
+340% +$360K 0.03% 270
2019
Q3 		$102K Buy
+342
New +$102K 0.01% 374

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Aptus Capital Advisors's IVV Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $4.82M and bringing the position to 54,068 shares worth $40.5M. The position accounts for 0.28% of the portfolio, ranked #76.

Aptus Capital Advisors first reported a position in IVV in Q3 2019 and has held it in 28 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aptus Capital Advisors held 54,068 shares of iShares Core S&P 500 ETF worth $40.5M as of Q2 2026.
  • Aptus Capital Advisors bought 6,613 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.82M.
  • iShares Core S&P 500 ETF made up 0.28% of Aptus Capital Advisors's portfolio in Q2 2026, its #76 holding.
  • Aptus Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.