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Atala Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Atala Financial’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 		$201K Buy
+268
New +$195K 0.12% 118
2025
Q3 		– Sell
-337
Closed -$209K – 132
2025
Q2 		$209K Buy
337
+227
+206% +$130K 0.14% 121
2025
Q1 		$61.8K Hold
110
– – 0.05% 165
2024
Q4 		$64.8K Buy
+110
New +$65.1K 0.05% 169

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Atala Financial's IVV Position: Q2 2026 in Review

Atala Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 268 shares worth $201K. The stake represents 0.12% of the portfolio and ranks #118 among its holdings. This is a return to the name: Atala Financial previously reported a position in IVV as recently as Q2 2025.

Atala Financial first reported a position in IVV in Q4 2024 and has held it in 4 quarters since. The position peaked at $209K in Q2 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Atala Financial held 268 shares of iShares Core S&P 500 ETF worth $201K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Atala Financial position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.12% of Atala Financial's portfolio in Q2 2026, its #118 holding.
  • Atala Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • Atala Financial's iShares Core S&P 500 ETF position peaked at $209K in Q2 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.