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Atlantic Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlantic Family Wealth’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 		$39.4M Buy
52,589
+495
+1% +$360K 25.2% 1
2026
Q1 		$34M Buy
52,094
+974
+2% +$665K 24.58% 1
2025
Q4 		$35M Sell
51,120
-99
-0.2% -$67.2K 26.44% 1
2025
Q3 		$34.3M Buy
51,219
+344
+0.7% +$222K 26.49% 1
2025
Q2 		$31.6M Buy
50,875
+463
+0.9% +$266K 27.48% 1
2025
Q1 		$28.3M Buy
50,412
+2,050
+4% +$1.21M 26.05% 1
2024
Q4 		$28.5M Buy
+48,362
New +$28.6M 33.66% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Atlantic Family Wealth's IVV Position: Q2 2026 in Review

Atlantic Family Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.95% in Q2 2026, buying an estimated $360K and bringing the position to 52,589 shares worth $39.4M. The position accounts for 25.2% of the portfolio, ranked #1.

Atlantic Family Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Atlantic Family Wealth held 52,589 shares of iShares Core S&P 500 ETF worth $39.4M as of Q2 2026.
  • Atlantic Family Wealth bought 495 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $360K.
  • iShares Core S&P 500 ETF made up 25.2% of Atlantic Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Atlantic Family Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.