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Aufman Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Aufman Associates’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 		$4.98M Sell
7,626
-76
-1% -$51.9K 2.44% 7
2025
Q4 		$5.28M Sell
7,702
-65
-0.8% -$44.1K 2.7% 7
2025
Q3 		$5.2M Buy
7,767
+18
+0.2% +$11.6K 2.93% 6
2025
Q2 		$4.81M Sell
7,749
-40
-0.5% -$23K 2.97% 6
2025
Q1 		$4.38M Sell
7,789
-20
-0.3% -$11.8K 3.01% 6
2024
Q4 		$4.6M Sell
7,809
-46
-0.6% -$27.2K 3.1% 6
2024
Q3 		$4.53M Buy
7,855
+728
+10% +$405K 2.91% 6
2024
Q2 		$3.9M Buy
7,127
+15
+0.2% +$7.89K 2.78% 6
2024
Q1 		$3.74M Buy
7,112
+21
+0.3% +$10.5K 2.63% 7
2023
Q4 		$3.39M Buy
7,091
+165
+2% +$73.9K 2.56% 7
2023
Q3 		$2.97M Sell
6,926
-18
-0.3% -$8.05K 2.5% 7
2023
Q2 		$3.1M Sell
6,944
-6
-0.1% -$2.53K 2.55% 6
2023
Q1 		$2.86M Buy
6,950
+12
+0.2% +$4.81K 2.43% 7
2022
Q4 		$2.67M Buy
6,938
+421
+6% +$162K 2.46% 8
2022
Q3 		$2.34M Hold
6,517
– – 2.46% 7
2022
Q2 		$2.47M Sell
6,517
-12
-0.2% -$4.94K 2.35% 7
2022
Q1 		$2.96M Sell
6,529
-40
-0.6% -$17.9K 2.33% 7
2021
Q4 		$3.13M Sell
6,569
-122
-2% -$56.2K 2.32% 7
2021
Q3 		$2.88M Sell
6,691
-80
-1% -$35.5K 2.37% 7
2021
Q2 		$2.91M Buy
6,771
+4
+0.1% +$1.68K 2.25% 10
2021
Q1 		$2.69M Buy
6,767
+370
+6% +$143K 2.24% 8
2020
Q4 		$2.4M Sell
6,397
-66
-1% -$23.5K 2.15% 9
2020
Q3 		$2.17M Sell
6,463
-102
-2% -$33.9K 2.33% 8
2020
Q2 		$2.03M Sell
6,565
-42
-0.6% -$12.3K 2.31% 8
2020
Q1 		$1.71M Hold
6,607
– – 2.35% 8
2019
Q4 		$2.14M Buy
+6,607
New +$2.04M 2.2% 7

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

Aufman Associates's IVV Position: Q1 2026 in Review

Aufman Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 0.99% in Q1 2026, selling an estimated $51.9K and leaving 7,626 shares worth $4.98M. The position accounts for 2.44% of the portfolio, ranked #7.

Aufman Associates first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.28M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Aufman Associates held 7,626 shares of iShares Core S&P 500 ETF worth $4.98M as of Q1 2026.
  • Aufman Associates sold 76 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $51.9K.
  • iShares Core S&P 500 ETF made up 2.44% of Aufman Associates's portfolio in Q1 2026, its #7 holding.
  • Aufman Associates first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Aufman Associates's iShares Core S&P 500 ETF position peaked at $5.28M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.