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

Aurora Private 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
Q3 		$479K Buy
626
+2
+0.3% +$1.53K 0.3% 81
2026
Q2 		$467K Buy
624
+1
+0.2% +$728 0.3% 79
2026
Q1 		$427K Sell
623
-10
-2% -$6.83K 0.3% 82
2025
Q4 		$433K Buy
+633
New +$430K 0.28% 85
2025
Q2 		$392K Sell
631
-977
-61% -$561K 0.29% 88
2025
Q1 		$903K Hold
1,608
– – 0.72% 36
2024
Q4 		$947K Sell
1,608
-2
-0.1% -$1.18K 0.71% 37
2024
Q3 		$929K Buy
1,610
+2
+0.1% +$1.11K 0.73% 36
2024
Q2 		$880K Buy
1,608
+2
+0.1% +$1.05K 0.77% 36
2024
Q1 		$843K Buy
1,606
+2
+0.1% +$1K 0.73% 39
2023
Q4 		$766K Sell
1,604
-9
-0.6% -$4.03K 0.72% 37
2023
Q3 		$693K Buy
1,613
+3
+0.2% +$1.34K 0.77% 40
2023
Q2 		$718K Buy
1,610
+2
+0.1% +$843 0.82% 38
2023
Q1 		$661K Buy
1,608
+2
+0.1% +$802 0.7% 39
2022
Q4 		$617K Sell
1,606
-98
-6% -$37.8K 0.71% 40
2022
Q3 		$611K Hold
1,704
– – 0.28% 61
2022
Q2 		$646K Sell
1,704
-10
-0.6% -$4.11K 0.29% 61
2022
Q1 		$778K Sell
1,714
-8
-0.5% -$3.58K 0.32% 59
2021
Q4 		$821K Buy
1,722
+4
+0.2% +$1.84K 0.36% 54
2021
Q3 		$740K Sell
1,718
-157
-8% -$69.6K 0.3% 70
2021
Q2 		$806K Buy
1,875
+159
+9% +$66.6K 0.32% 70
2021
Q1 		$683K Sell
1,716
-28
-2% -$10.8K 0.28% 77
2020
Q4 		$655K Hold
1,744
– – 0.28% 78
2020
Q3 		$586K Buy
1,744
+12
+0.7% +$3.99K 0.25% 78
2020
Q2 		$536K Sell
1,732
-1,338
-44% -$393K 0.25% 74
2020
Q1 		$793K Buy
3,070
+1,551
+102% +$475K 0.28% 82
2019
Q4 		$491K Buy
+1,519
New +$470K 0.17% 100

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
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
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
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aurora Private Wealth's IVV Position: Q3 2026 in Review

Aurora Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.32% in Q3 2026, buying an estimated $1.53K and bringing the position to 626 shares worth $479K. The position accounts for 0.3% of the portfolio, ranked #81.

Aurora Private Wealth first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $947K in Q4 2024. 1,749 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Aurora Private Wealth held 626 shares of iShares Core S&P 500 ETF worth $479K as of Q3 2026.
  • Aurora Private Wealth bought 2 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.53K.
  • iShares Core S&P 500 ETF made up 0.3% of Aurora Private Wealth's portfolio in Q3 2026, its #81 holding.
  • Aurora Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's iShares Core S&P 500 ETF position peaked at $947K in Q4 2024.
  • 1,749 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.