AWM
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Athena Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Athena Wealth Management’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 		$3.54M Buy
4,724
+1
+0% +$728 2.63% 4
2026
Q1 		$3.08M Sell
4,723
-6
-0.1% -$4.1K 2.52% 4
2025
Q4 		$3.24M Buy
+4,729
New +$3.21M 3.15% 3

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Athena Wealth Management's IVV Position: Q2 2026 in Review

Athena Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.02% in Q2 2026, buying an estimated $728 and bringing the position to 4,724 shares worth $3.54M. The position accounts for 2.63% of the portfolio, ranked #4.

Athena Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Athena Wealth Management held 4,724 shares of iShares Core S&P 500 ETF worth $3.54M as of Q2 2026.
  • Athena Wealth Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 2.63% of Athena Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Athena Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.