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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Aurora Private Wealth's IVV Position: Q2 2026 in Review

Aurora Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q2 2026, buying an estimated $728 and bringing the position to 624 shares worth $467K. The position accounts for 0.3% of the portfolio, ranked #79.

Aurora Private Wealth first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $947K in Q4 2024. 1,724 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aurora Private Wealth held 624 shares of iShares Core S&P 500 ETF worth $467K as of Q2 2026.
  • Aurora Private Wealth bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.3% of Aurora Private Wealth's portfolio in Q2 2026, its #79 holding.
  • Aurora Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's iShares Core S&P 500 ETF position peaked at $947K in Q4 2024.
  • 1,724 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.