Autumn Glory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Autumn Glory Partners’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	$1.56M	Sell	2,089 -90	-4%	-$65.5K	0.44%	59
2026 Q1	$1.42M	Hold	2,179	–	–	0.52%	50
2025 Q4	$1.49M	Buy	2,179 +639	+41%	+$434K	0.52%	52
2025 Q3	$1.03M	Hold	1,540	–	–	0.42%	68
2025 Q2	$956K	Hold	1,540	–	–	0.45%	62
2025 Q1	$865K	Hold	1,540	–	–	0.43%	67
2024 Q4	$907K	Hold	1,540	–	–	0.45%	66
2024 Q3	$888K	Hold	1,540	–	–	0.34%	79
2024 Q2	$843K	Buy	+1,540	New	+$810K	0.43%	71

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

Autumn Glory Partners's IVV Position: Q2 2026 in Review

Autumn Glory Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q2 2026, selling an estimated $65.5K and leaving 2,089 shares worth $1.56M. The position accounts for 0.44% of the portfolio, ranked #59.

Autumn Glory Partners first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Autumn Glory Partners held 2,089 shares of iShares Core S&P 500 ETF worth $1.56M as of Q2 2026.
Autumn Glory Partners sold 90 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $65.5K.
iShares Core S&P 500 ETF made up 0.44% of Autumn Glory Partners's portfolio in Q2 2026, its #59 holding.
Autumn Glory Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.