Atlanta Consulting Group Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlanta Consulting Group 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 Q1	$55M	Buy	84,186 +1,918	+2%	+$1.31M	11.82%	2
2025 Q4	$56.3M	Buy	82,268 +3,164	+4%	+$2.15M	12.76%	1
2025 Q3	$52.9M	Buy	79,104 +634	+0.8%	+$408K	12.96%	1
2025 Q2	$48.7M	Buy	78,470 +2,378	+3%	+$1.37M	13.34%	1
2025 Q1	$42.8M	Buy	76,092 +53	+0.1%	+$31.3K	12.48%	2
2024 Q4	$44.8M	Sell	76,039 -27,686	-27%	-$16.4M	16.51%	1
2024 Q3	$59.8M	Sell	103,725 -52,720	-34%	-$29.3M	14.85%	1
2024 Q2	$85.6M	Buy	156,445 +79,139	+102%	+$41.6M	18.46%	1
2024 Q1	$40.6M	Buy	+77,306	New	+$38.7M	14.06%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atlanta Consulting Group Advisors's IVV Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, buying an estimated $1.31M and bringing the position to 84,186 shares worth $55M. The position accounts for 11.82% of the portfolio, ranked #2.

Atlanta Consulting Group Advisors first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $85.6M in Q2 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Atlanta Consulting Group Advisors held 84,186 shares of iShares Core S&P 500 ETF worth $55M as of Q1 2026.
Atlanta Consulting Group Advisors bought 1,918 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.31M.
iShares Core S&P 500 ETF made up 11.82% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #2 holding.
Atlanta Consulting Group Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's iShares Core S&P 500 ETF position peaked at $85.6M in Q2 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.