AssuredPartners Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

AssuredPartners Investment 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	$3.38M	Buy	4,512 +2,738	+154%	+$1.99M	0.33%	81
2026 Q1	$1.17M	Buy	1,774 +528	+42%	+$361K	0.13%	172
2025 Q4	$853K	Buy	1,246 +428	+52%	+$291K	0.13%	159
2025 Q3	$548K	Sell	818 -137	-14%	-$88.2K	0.12%	124
2025 Q2	$593K	Sell	955 -729	-43%	-$419K	0.15%	111
2025 Q1	$946K	Buy	1,684 +285	+20%	+$168K	0.18%	131
2024 Q4	$824K	Buy	+1,399	New	+$828K	0.16%	140

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

AssuredPartners Investment Advisors's IVV Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 154% in Q2 2026, buying an estimated $1.99M and bringing the position to 4,512 shares worth $3.38M. The position accounts for 0.33% of the portfolio, ranked #81.

AssuredPartners Investment Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

AssuredPartners Investment Advisors held 4,512 shares of iShares Core S&P 500 ETF worth $3.38M as of Q2 2026.
AssuredPartners Investment Advisors bought 2,738 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.99M.
iShares Core S&P 500 ETF made up 0.33% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #81 holding.
AssuredPartners Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.