Atlas Brown’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlas Brown’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	$5.69M	Buy	7,593 +284	+4%	+$207K	1.53%	13
2026 Q1	$4.77M	Sell	7,309 -156	-2%	-$107K	1.44%	14
2025 Q4	$5.11M	Sell	7,465 -9	-0.1%	-$6.11K	1.52%	11
2025 Q3	$5M	Sell	7,474 -30	-0.4%	-$19.3K	1.48%	12
2025 Q2	$4.66M	Sell	7,504 -109	-1%	-$62.6K	1.5%	13
2025 Q1	$4.28M	Buy	7,613 +567	+8%	+$335K	1.5%	14
2024 Q4	$4.15M	Buy	7,046 +204	+3%	+$121K	1.42%	16
2024 Q3	$3.95M	Buy	6,842 +687	+11%	+$382K	1.37%	16
2024 Q2	$3.37M	Buy	6,155 +255	+4%	+$134K	1.21%	19
2024 Q1	$3.1M	Buy	5,900 +504	+9%	+$252K	1.13%	21
2023 Q4	$2.58M	Buy	5,396 +541	+11%	+$242K	1.07%	24
2023 Q3	$2.08M	Buy	4,855 +122	+3%	+$54.6K	0.95%	30
2023 Q2	$2.11M	Sell	4,733 -542	-10%	-$228K	0.93%	31
2023 Q1	$2.17M	Sell	5,275 -12	-0.2%	-$4.81K	1%	27
2022 Q4	$2.03M	Sell	5,287 -90	-2%	-$34.7K	1%	27
2022 Q3	$1.93M	Sell	5,377 -2	-0%	-$799	0.98%	29
2022 Q2	$2.04M	Sell	5,379 -11	-0.2%	-$4.53K	0.96%	30
2022 Q1	$2.44M	Buy	5,390 +3	+0.1%	+$1.34K	1%	29
2021 Q4	$2.57M	Sell	5,387 -34	-0.6%	-$15.7K	1%	27
2021 Q3	$2.34M	Sell	5,421 -62	-1%	-$27.5K	1.02%	28
2021 Q2	$2.36M	Sell	5,483 -92	-2%	-$38.5K	1.02%	29
2021 Q1	$2.22M	Buy	5,575 +314	+6%	+$122K	1.05%	29
2020 Q4	$1.98M	Buy	5,261 +24	+0.5%	+$8.54K	1.02%	29
2020 Q3	$1.76M	Buy	5,237 +393	+8%	+$131K	1.04%	30
2020 Q2	$1.5M	Buy	4,844 +3	+0.1%	+$881	0.95%	33
2020 Q1	$1.25M	Sell	4,841 -44	-0.9%	-$13.5K	0.98%	35
2019 Q4	$1.58M	Sell	4,885 -130	-3%	-$40.2K	0.99%	34
2019 Q3	$1.5M	Buy	5,015 +22	+0.4%	+$6.54K	1.07%	31
2019 Q2	$1.47M	Sell	4,993 -24	-0.5%	-$6.96K	1.02%	31
2019 Q1	$1.43M	Sell	5,017 -482	-9%	-$132K	1.01%	32
2018 Q4	$1.38M	Sell	5,499 -2	-0%	-$543	1.07%	31
2018 Q3	$1.61M	Sell	5,501 -100	-2%	-$28.7K	0.99%	34
2018 Q2	$1.57M	Buy	5,601 +60	+1%	+$16.3K	0.37%	33
2018 Q1	$1.47M	Buy	5,541 +2,612	+89%	+$718K	0.27%	37
2017 Q4	$835K	Buy	2,929 +721	+33%	+$189K	0.15%	55
2017 Q3	$559K	Buy	2,208 +779	+55%	+$193K	0.12%	74
2017 Q2	$348K	Buy	1,429 +364	+34%	+$87.8K	0.3%	95
2017 Q1	$253K	Buy	1,065 +57	+6%	+$13.3K	0.2%	114
2016 Q4	$219K	Hold	1,008	–	–	0.09%	113
2016 Q3	$219K	Buy	1,008 +3	+0.3%	+$653	0.09%	113
2016 Q2	$212K	Buy	1,005 +3	+0.3%	+$626	0.09%	110
2016 Q1	$207K	Buy	+1,002	New	+$197K	0.09%	110

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Atlas Brown's IVV Position: Q2 2026 in Review

Atlas Brown increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, buying an estimated $207K and bringing the position to 7,593 shares worth $5.69M. The position accounts for 1.53% of the portfolio, ranked #13.

Atlas Brown first reported a position in IVV in Q1 2016 and has held it in 42 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Atlas Brown held 7,593 shares of iShares Core S&P 500 ETF worth $5.69M as of Q2 2026.
Atlas Brown bought 284 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $207K.
iShares Core S&P 500 ETF made up 1.53% of Atlas Brown's portfolio in Q2 2026, its #13 holding.
Atlas Brown first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 42 quarters since.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.