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 Q2	$64.3M	Buy	85,882 +1,696	+2%	+$1.24M	10.2%	2
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 $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

Atlanta Consulting Group Advisors's IVV Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $1.24M and bringing the position to 85,882 shares worth $64.3M. The position accounts for 10.2% of the portfolio, ranked #2.

Atlanta Consulting Group Advisors first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $85.6M in Q2 2024. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Atlanta Consulting Group Advisors held 85,882 shares of iShares Core S&P 500 ETF worth $64.3M as of Q2 2026.
Atlanta Consulting Group Advisors bought 1,696 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.24M.
iShares Core S&P 500 ETF made up 10.2% of Atlanta Consulting Group Advisors's portfolio in Q2 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 10 quarters since.
Atlanta Consulting Group Advisors's iShares Core S&P 500 ETF position peaked at $85.6M in Q2 2024.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.