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

Aspire 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	$2.84M	Sell	3,786 -58	-2%	-$42.2K	0.55%	35
2026 Q1	$2.51M	Sell	3,844 -29	-0.7%	-$19.8K	0.57%	34
2025 Q4	$2.65M	Buy	3,873 +34	+0.9%	+$23.1K	0.62%	35
2025 Q3	$2.57M	Sell	3,839 -20	-0.5%	-$12.9K	0.63%	36
2025 Q2	$2.4M	Sell	3,859 -44	-1%	-$25.3K	0.66%	32
2025 Q1	$2.19M	Buy	3,903 +1	+0%	+$591	0.65%	34
2024 Q4	$2.3M	Buy	3,902 +2	+0.1%	+$1.18K	0.66%	32
2024 Q3	$2.25M	Sell	3,900 -258	-6%	-$143K	0.67%	30
2024 Q2	$2.28M	Buy	4,158 +260	+7%	+$137K	0.74%	29
2024 Q1	$2.05M	Sell	3,898 -2,980	-43%	-$1.49M	0.69%	31
2023 Q4	$3.29M	Buy	6,878 +160	+2%	+$71.6K	1.33%	22
2023 Q3	$2.88M	Buy	6,718 +3,232	+93%	+$1.45M	1.31%	21
2023 Q2	$1.55M	Sell	3,486 -23	-0.7%	-$9.69K	0.75%	26
2023 Q1	$1.44M	Buy	3,509 +2	+0.1%	+$802	0.76%	26
2022 Q4	$1.35M	Sell	3,507 -59	-2%	-$22.8K	0.77%	24
2022 Q3	$1.28M	Sell	3,566 -46	-1%	-$18.4K	1.01%	23
2022 Q2	$1.37M	Sell	3,612 -270	-7%	-$111K	1.04%	23
2022 Q1	$1.76M	Buy	3,882 +3,239	+504%	+$1.45M	1.67%	14
2021 Q4	$307K	Buy	+643	New	+$296K	1.03%	9

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Aspire Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $42.2K and leaving 3,786 shares worth $2.84M. The position accounts for 0.55% of the portfolio, ranked #35.

Aspire Capital Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.29M in Q4 2023. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Aspire Capital Advisors held 3,786 shares of iShares Core S&P 500 ETF worth $2.84M as of Q2 2026.
Aspire Capital Advisors sold 58 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $42.2K.
iShares Core S&P 500 ETF made up 0.55% of Aspire Capital Advisors's portfolio in Q2 2026, its #35 holding.
Aspire Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Aspire Capital Advisors's iShares Core S&P 500 ETF position peaked at $3.29M in Q4 2023.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.