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

Atticus Wealth Management’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	$2M	Buy	2,674 +711	+36%	+$518K	0.48%	42
2026 Q1	$1.28M	Buy	1,963 +498	+34%	+$340K	0.35%	52
2025 Q4	$1M	Buy	1,465 +558	+62%	+$379K	0.25%	63
2025 Q3	$607K	Buy	907 +335	+59%	+$216K	0.15%	94
2025 Q2	$355K	Buy	572 +447	+358%	+$257K	0.1%	112
2025 Q1	$70.2K	Sell	125 -9	-7%	-$5.32K	0.02%	197
2024 Q4	$78.9K	Sell	134 -19	-12%	-$11.2K	0.02%	190
2024 Q3	$88.3K	Buy	153 +19	+14%	+$10.6K	0.03%	183
2024 Q2	$73.3K	Sell	134 -1	-0.7%	-$526	0.02%	194
2024 Q1	$71K	Hold	135	–	–	0.02%	206
2023 Q4	$64.5K	Sell	135 -10	-7%	-$4.48K	0.02%	218
2023 Q3	$62.3K	Hold	145	–	–	0.02%	221
2023 Q2	$64.6K	Hold	145	–	–	0.02%	231
2023 Q1	$59.6K	Sell	145 -241	-62%	-$96.6K	0.02%	233
2022 Q4	$148K	Hold	386	–	–	0.06%	145
2022 Q3	$146K	Hold	386	–	–	0.07%	137
2022 Q2	$146K	Hold	386	–	–	0.06%	153
2022 Q1	$175K	Hold	386	–	–	0.06%	153
2021 Q4	$184K	Hold	386	–	–	0.07%	129
2021 Q3	$166K	Hold	386	–	–	0.07%	114
2021 Q2	$166K	Hold	386	–	–	0.07%	127
2021 Q1	$154K	Sell	386 -17	-4%	-$6.58K	0.07%	125
2020 Q4	$151K	Buy	403 +355	+740%	+$126K	0.08%	123
2020 Q3	$16K	Hold	48	–	–	0.01%	235
2020 Q2	$15K	Hold	48	–	–	0.01%	225
2020 Q1	$12K	Sell	48 -42	-47%	-$12.9K	0.01%	222
2019 Q4	$29K	Buy	+90	New	+$27.9K	0.02%	203

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Atticus Wealth Management's IVV Position: Q2 2026 in Review

Atticus Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, buying an estimated $518K and bringing the position to 2,674 shares worth $2M. The position accounts for 0.48% of the portfolio, ranked #42.

Atticus Wealth Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Atticus Wealth Management held 2,674 shares of iShares Core S&P 500 ETF worth $2M as of Q2 2026.
Atticus Wealth Management bought 711 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $518K.
iShares Core S&P 500 ETF made up 0.48% of Atticus Wealth Management's portfolio in Q2 2026, its #42 holding.
Atticus Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.