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Atlantic Edge Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlantic Edge Private 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 		$17.7M Buy
23,648
+765
+3% +$557K 3.62% 7
2026
Q1 		$14.9M Sell
22,883
-404
-2% -$276K 3.67% 5
2025
Q4 		$16M Buy
23,287
+617
+3% +$419K 3.96% 4
2025
Q3 		$15.2M Buy
22,670
+405
+2% +$261K 3.9% 5
2025
Q2 		$13.8M Buy
22,265
+5,777
+35% +$3.32M 3.79% 5
2025
Q1 		$9.26M Buy
16,488
+566
+4% +$334K 2.83% 10
2024
Q4 		$9.37M Buy
15,922
+1,016
+7% +$601K 2.9% 10
2024
Q3 		$8.6M Buy
14,906
+228
+2% +$127K 2.62% 12
2024
Q2 		$8.03M Sell
14,678
-170
-1% -$89.4K 2.68% 10
2024
Q1 		$7.81M Buy
14,848
+333
+2% +$167K 2.68% 10
2023
Q4 		$6.93M Buy
+14,515
New +$6.5M 2.82% 8

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Atlantic Edge Private Wealth Management's IVV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $557K and bringing the position to 23,648 shares worth $17.7M. The position accounts for 3.62% of the portfolio, ranked #7.

Atlantic Edge Private Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,824 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 23,648 shares of iShares Core S&P 500 ETF worth $17.7M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 765 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $557K.
  • iShares Core S&P 500 ETF made up 3.62% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,824 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.