Atwood & Palmer’s iShares Core S&P 500 ETF IVV Stock Holding History

Atwood & Palmer’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	$1.29M	Hold	1,725	–	–	0.07%	82
2026 Q1	$1.13M	Sell	1,725 -50	-3%	-$34.1K	0.06%	85
2025 Q4	$1.22M	Hold	1,775	–	–	0.07%	82
2025 Q3	$1.19M	Buy	1,775 +15	+0.9%	+$9.66K	0.07%	81
2025 Q2	$1.09M	Hold	1,760	–	–	0.07%	83
2025 Q1	$989K	Sell	1,760 -362	-17%	-$214K	0.07%	86
2024 Q4	$1.25M	Hold	2,122	–	–	0.09%	80
2024 Q3	$1.22M	Hold	2,122	–	–	0.08%	80
2024 Q2	$1.16M	Hold	2,122	–	–	0.09%	75
2024 Q1	$1.12M	Sell	2,122 -391	-16%	-$196K	0.08%	77
2023 Q4	$1.2M	Buy	2,513 +257	+11%	+$115K	0.1%	71
2023 Q3	$969K	Hold	2,256	–	–	0.08%	78
2023 Q2	$1.01M	Buy	2,256 +1,541	+216%	+$649K	0.09%	86
2023 Q1	$294K	Hold	715	–	–	0.03%	119
2022 Q4	$275K	Hold	715	–	–	0.02%	130
2022 Q3	$256K	Hold	715	–	–	0.03%	129
2022 Q2	$271K	Hold	715	–	–	0.03%	125
2022 Q1	$324K	Hold	715	–	–	0.03%	121
2021 Q4	$341K	Hold	715	–	–	0.03%	125
2021 Q3	$308K	Sell	715 -79	-10%	-$35K	0.03%	128
2021 Q2	$341K	Sell	794 -576	-42%	-$241K	0.03%	126
2021 Q1	$545K	Buy	1,370 +391	+40%	+$151K	0.05%	100
2020 Q4	$368K	Buy	979 +129	+15%	+$45.9K	0.04%	117
2020 Q3	$286K	Sell	850 -32	-4%	-$10.6K	0.04%	112
2020 Q2	$273K	Hold	882	–	–	0.04%	109
2020 Q1	$228K	Hold	882	–	–	0.04%	108
2019 Q4	$285K	Hold	882	–	–	0.04%	109
2019 Q3	$263K	Sell	882 -82	-9%	-$24.4K	0.04%	116
2019 Q2	$284K	Sell	964 -200	-17%	-$58K	0.04%	107
2019 Q1	$331K	Hold	1,164	–	–	0.05%	95
2018 Q4	$293K	Hold	1,164	–	–	0.05%	98
2018 Q3	$341K	Hold	1,164	–	–	0.04%	97
2018 Q2	$318K	Buy	1,164 +832	+251%	+$226K	0.04%	101
2018 Q1	$88K	Sell	332 -54	-14%	-$14.8K	0.01%	158
2017 Q4	$104K	Hold	386	–	–	0.01%	154
2017 Q3	$98K	Sell	386 -265	-41%	-$65.8K	0.01%	152
2017 Q2	$158K	Hold	651	–	–	0.02%	136
2017 Q1	$154K	Buy	651 +566	+666%	+$132K	0.02%	127
2016 Q4	$19K	Hold	85	–	–	﹤0.01%	235
2016 Q3	$19K	Hold	85	–	–	﹤0.01%	229
2016 Q2	$18K	Hold	85	–	–	﹤0.01%	230
2016 Q1	$18K	Hold	85	–	–	﹤0.01%	233
2015 Q4	$18K	Hold	85	–	–	﹤0.01%	282
2015 Q3	$16K	Hold	85	–	–	﹤0.01%	292
2015 Q2	$18K	Hold	85	–	–	﹤0.01%	257
2015 Q1	$18K	Sell	85 -1	-1%	-$208	﹤0.01%	242
2014 Q4	$18K	Buy	86 +1	+1%	+$202	﹤0.01%	261
2014 Q3	$17K	Hold	85	–	–	﹤0.01%	270
2014 Q2	$17K	Buy	+85	New	+$16.3K	﹤0.01%	244

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Atwood & Palmer's IVV Position: Q2 2026 in Review

Atwood & Palmer held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,725 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #82.

Atwood & Palmer first reported a position in IVV in Q2 2014 and has held it in 49 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Atwood & Palmer held 1,725 shares of iShares Core S&P 500 ETF worth $1.29M as of Q2 2026.
Atwood & Palmer left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.07% of Atwood & Palmer's portfolio in Q2 2026, its #82 holding.
Atwood & Palmer first reported a position in iShares Core S&P 500 ETF in Q2 2014 and has held it in 49 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.