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

Atlas 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 		$225K Buy
+301
New +$219K 0.03% 163
2025
Q4 		– Sell
-423
Closed -$283K – 111
2025
Q3 		$283K Hold
423
– – 0.09% 89
2025
Q2 		$263K Buy
+423
New +$243K 0.1% 92

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

Atlas Wealth's IVV Position: Q2 2026 in Review

Atlas Wealth opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 301 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in IVV as recently as Q3 2025.

Atlas Wealth first reported a position in IVV in Q2 2025 and has held it in 3 quarters since. The position peaked at $283K in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Atlas Wealth held 301 shares of iShares Core S&P 500 ETF worth $225K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Atlas Wealth position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.03% of Atlas Wealth's portfolio in Q2 2026, its #163 holding.
  • Atlas Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
  • Atlas Wealth's iShares Core S&P 500 ETF position peaked at $283K in Q3 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.