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

Atlas Private Wealth 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 		$1.09M Buy
1,670
+702
+73% +$479K 0.26% 56
2025
Q4 		$663K Sell
968
-143
-13% -$97.1K 0.15% 70
2025
Q3 		$744K Sell
1,111
-1,166
-51% -$751K 0.18% 68
2025
Q2 		$1.41M Sell
2,277
-18
-0.8% -$10.3K 0.18% 66
2025
Q1 		$1.29M Sell
2,295
-230
-9% -$136K 0.18% 70
2024
Q4 		$1.49M Buy
2,525
+12
+0.5% +$7.1K 0.21% 63
2024
Q3 		$1.45M Sell
2,513
-106
-4% -$58.9K 0.21% 56
2024
Q2 		$1.43M Buy
2,619
+1,230
+89% +$647K 0.23% 52
2024
Q1 		$731K Sell
1,389
-1,318
-49% -$659K 0.24% 50
2023
Q4 		$1.29M Sell
2,707
-165
-6% -$73.9K 0.24% 48
2023
Q3 		$1.23M Sell
2,872
-161
-5% -$72K 0.23% 69
2023
Q2 		$1.35M Buy
3,033
+1,442
+91% +$608K 0.27% 68
2023
Q1 		$654K Sell
1,591
-29
-2% -$11.6K 0.3% 63
2022
Q4 		$623K Hold
1,620
– – 0.33% 65
2022
Q3 		$581K Sell
1,620
-93
-5% -$37.1K 0.35% 70
2022
Q2 		$650K Sell
1,713
-48
-3% -$19.7K 0.39% 64
2022
Q1 		$799K Buy
1,761
+99
+6% +$44.3K 0.35% 59
2021
Q4 		$793K Buy
1,662
+449
+37% +$207K 0.37% 64
2021
Q3 		$523K Buy
1,213
+12
+1% +$5.32K 0.27% 86
2021
Q2 		$516K Buy
1,201
+74
+7% +$31K 0.28% 78
2021
Q1 		$448K Sell
1,127
-111
-9% -$43K 0.25% 81
2020
Q4 		$465K Sell
1,238
-184
-13% -$65.5K 0.31% 70
2020
Q3 		$478K Sell
1,422
-156
-10% -$51.9K 0.4% 57
2020
Q2 		$489K Buy
+1,578
New +$463K 0.44% 53

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 Private Wealth Advisors's IVV Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 73% in Q1 2026, buying an estimated $479K and bringing the position to 1,670 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #56.

Atlas Private Wealth Advisors first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Atlas Private Wealth Advisors held 1,670 shares of iShares Core S&P 500 ETF worth $1.09M as of Q1 2026.
  • Atlas Private Wealth Advisors bought 702 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $479K.
  • iShares Core S&P 500 ETF made up 0.26% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • Atlas Private Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's iShares Core S&P 500 ETF position peaked at $1.49M in Q4 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.