AtlasMark Financial
IVV icon

AtlasMark Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

AtlasMark Financial’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
Q3 		$32.8M Buy
42,783
+1,355
+3% +$1.03M 16.02% 2
2026
Q2 		$31M Buy
41,428
+8,394
+25% +$6.11M 15.27% 2
2026
Q1 		$22.6M Hold
33,034
– – 14.61% 2
2025
Q4 		$22.6M Buy
33,034
+1,370
+4% +$930K 14.61% 2
2025
Q3 		$21.2M Buy
31,664
+1,405
+5% +$905K 14.17% 2
2025
Q2 		$18.8M Buy
30,259
+4,211
+16% +$2.42M 14.29% 2
2025
Q1 		$14.6M Buy
26,048
+428
+2% +$253K 13.58% 2
2024
Q4 		$15.1M Buy
25,620
+303
+1% +$179K 13.86% 2
2024
Q3 		$14.6M Buy
+25,317
New +$14.1M 13.58% 2
2023
Q2 		$10.2M Sell
22,982
-60
-0.3% -$25.3K 12.58% 2
2023
Q1 		$9.47M Buy
+23,042
New +$9.24M 12.41% 2
2022
Q3 		$8.37M Buy
23,325
+2,326
+11% +$929K 12.52% 2
2022
Q2 		$7.96M Buy
20,999
+869
+4% +$357K 11.53% 2
2022
Q1 		$9.13M Buy
20,130
+752
+4% +$336K 11.69% 2
2021
Q4 		$9.24M Buy
19,378
+486
+3% +$224K 11.18% 2
2021
Q3 		$8.14M Buy
18,892
+159
+0.8% +$70.5K 10.88% 2
2021
Q2 		$8.05M Sell
18,733
-17
-0.1% -$7.12K 10.55% 2
2021
Q1 		$7.46M Buy
18,750
+250
+1% +$96.8K 10.42% 2
2020
Q4 		$6.94M Sell
18,500
-33
-0.2% -$11.7K 10.51% 2
2020
Q3 		$6.23M Buy
18,533
+644
+4% +$214K 10.79% 2
2020
Q2 		$5.54M Buy
17,889
+1,208
+7% +$355K 10.93% 2
2020
Q1 		$4.31M Buy
16,681
+4,971
+42% +$1.52M 10.75% 2
2019
Q4 		$3.79M Sell
11,710
-16
-0.1% -$4.95K 8.68% 2
2019
Q3 		$3.5M Buy
+11,726
New +$3.49M 8.73% 2

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

AtlasMark Financial's IVV Position: Q3 2026 in Review

AtlasMark Financial increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q3 2026, buying an estimated $1.03M and bringing the position to 42,783 shares worth $32.8M. The position accounts for 16.02% of the portfolio, ranked #2.

AtlasMark Financial first reported a position in IVV in Q3 2019 and has held it in 24 quarters since. 1,980 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • AtlasMark Financial held 42,783 shares of iShares Core S&P 500 ETF worth $32.8M as of Q3 2026.
  • AtlasMark Financial bought 1,355 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.03M.
  • iShares Core S&P 500 ETF made up 16.02% of AtlasMark Financial's portfolio in Q3 2026, its #2 holding.
  • AtlasMark Financial first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 24 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.