Astoria Portfolio Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Astoria Portfolio 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	$782K	Buy	1,044 +323	+45%	+$235K	0.13%	116
2026 Q1	$518K	Buy	721 +159	+28%	+$109K	0.11%	132
2025 Q4	$385K	Sell	562 -157	-22%	-$107K	0.09%	174
2025 Q3	$486K	Buy	719 +8	+1%	+$5.15K	0.13%	143
2025 Q2	$453K	Buy	711 +26	+4%	+$14.9K	0.13%	145
2025 Q1	$368K	Buy	+685	New	+$404K	0.13%	147
2024 Q4	–	Sell	-542	Closed	-$316K	–	223
2024 Q3	$316K	Buy	+542	New	+$301K	0.11%	143
2023 Q3	–	Sell	-485	Closed	-$219K	–	181
2023 Q2	$219K	Buy	+485	New	+$204K	0.08%	175
2023 Q1	–	Sell	-2,997	Closed	-$1.19M	–	205
2022 Q4	$1.19M	Buy	+2,997	New	+$1.16M	0.56%	30

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Astoria Portfolio Advisors's IVV Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 45% in Q2 2026, buying an estimated $235K and bringing the position to 1,044 shares worth $782K. The position accounts for 0.13% of the portfolio, ranked #116.

Astoria Portfolio Advisors first reported a position in IVV in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2022. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Astoria Portfolio Advisors held 1,044 shares of iShares Core S&P 500 ETF worth $782K as of Q2 2026.
Astoria Portfolio Advisors bought 323 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $235K.
iShares Core S&P 500 ETF made up 0.13% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #116 holding.
Astoria Portfolio Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
Astoria Portfolio Advisors's iShares Core S&P 500 ETF position peaked at $1.19M in Q4 2022.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.