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

Atlas Capital 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 		$5.76M Buy
8,820
+337
+4% +$230K 0.66% 43
2025
Q4 		$5.81M Buy
+8,483
New +$5.76M 0.65% 43
2025
Q2 		$5.21M Sell
8,398
-4,109
-33% -$2.36M 0.64% 41
2025
Q1 		$7.03M Buy
12,507
+10,753
+613% +$6.35M 0.88% 27
2024
Q4 		$1.03M Buy
1,754
+564
+47% +$334K 0.13% 135
2024
Q3 		$686K Buy
1,190
+12
+1% +$6.67K 0.1% 170
2024
Q2 		$645K Sell
1,178
-71
-6% -$37.3K 0.08% 198
2024
Q1 		$657K Buy
1,249
+31
+3% +$15.5K 0.1% 174
2023
Q4 		$582K Buy
1,218
+39
+3% +$17.5K 0.08% 188
2023
Q3 		$506K Sell
1,179
-1,375
-54% -$615K 0.08% 188
2023
Q2 		$1.14M Buy
2,554
+2,418
+1,778% +$1.02M 0.17% 101
2023
Q1 		$55.9K Sell
136
-22
-14% -$8.82K 0.01% 549
2022
Q4 		$60.7K Buy
158
+34
+27% +$13.1K 0.01% 514
2022
Q3 		$44.5K Buy
124
+5
+4% +$2K 0.01% 551
2022
Q2 		$45.1K Sell
119
-125
-51% -$51.4K 0.01% 577
2022
Q1 		$111K Hold
244
– – 0.02% 454
2021
Q4 		$116K Buy
244
+125
+105% +$57.6K 0.02% 434
2021
Q3 		$51.3K Buy
119
+71
+148% +$31.5K 0.01% 515
2021
Q2 		$20.6K Hold
48
– – ﹤0.01% 645
2021
Q1 		$19.1K Hold
48
– – ﹤0.01% 608
2020
Q4 		$18K Buy
+48
New +$17.1K ﹤0.01% 551
2020
Q3 		– Sell
-144
Closed -$44.6K – 441
2020
Q2 		$44.6K Sell
144
-117
-45% -$34.4K 0.01% 494
2020
Q1 		$67.4K Sell
261
-18
-6% -$5.52K 0.02% 402
2019
Q4 		$90.2K Sell
279
-63
-18% -$19.5K 0.02% 407
2019
Q3 		$102K Sell
342
-83
-20% -$24.7K 0.03% 398
2019
Q2 		$125K Buy
425
+18
+4% +$5.22K 0.04% 373
2019
Q1 		$116K Hold
407
– – 0.04% 339
2018
Q4 		$102K Hold
407
– – 0.04% 335
2018
Q3 		$120K Hold
407
– – 0.04% 341
2018
Q2 		$115K Hold
407
– – 0.04% 324
2018
Q1 		$108K Buy
+407
New +$112K 0.03% 338

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atlas Capital Advisors's IVV Position: Q1 2026 in Review

Atlas Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q1 2026, buying an estimated $230K and bringing the position to 8,820 shares worth $5.76M. The position accounts for 0.66% of the portfolio, ranked #43.

Atlas Capital Advisors first reported a position in IVV in Q1 2018 and has held it in 31 quarters since. The position peaked at $7.03M in Q1 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Atlas Capital Advisors held 8,820 shares of iShares Core S&P 500 ETF worth $5.76M as of Q1 2026.
  • Atlas Capital Advisors bought 337 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $230K.
  • iShares Core S&P 500 ETF made up 0.66% of Atlas Capital Advisors's portfolio in Q1 2026, its #43 holding.
  • Atlas Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 31 quarters since.
  • Atlas Capital Advisors's iShares Core S&P 500 ETF position peaked at $7.03M in Q1 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.