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IVV icon

Auxano Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Auxano Advisors’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 		$5.72M Buy
7,636
+8
+0.1% +$5.83K 1.08% 17
2026
Q1 		$4.98M Sell
7,628
-63
-0.8% -$43K 0.99% 16
2025
Q4 		$5.27M Sell
7,691
-71
-0.9% -$48.2K 1.04% 16
2025
Q3 		$5.2M Buy
7,762
+2
+0% +$1.29K 1.1% 16
2025
Q2 		$4.82M Buy
7,760
+1
+0% +$574 1.13% 17
2025
Q1 		$4.36M Sell
7,759
-48
-0.6% -$28.3K 1.16% 16
2024
Q4 		$4.6M Buy
7,807
+83
+1% +$49.1K 1.16% 17
2024
Q3 		$4.46M Buy
7,724
+1
+0% +$556 1.15% 17
2024
Q2 		$4.23M Sell
7,723
-6
-0.1% -$3.15K 1.17% 19
2024
Q1 		$4.06M Buy
7,729
+528
+7% +$264K 1.18% 17
2023
Q4 		$3.44M Buy
7,201
+3
+0% +$1.34K 1.16% 18
2023
Q3 		$3.09M Hold
7,198
– – 1.26% 18
2023
Q2 		$2.96M Hold
7,198
– – 1.18% 22
2023
Q1 		$2.96M Hold
7,198
– – 1.18% 22
2022
Q4 		$2.77M Buy
7,198
+58
+0.8% +$22.4K 1.25% 21
2022
Q3 		$2.56M Buy
7,140
+6,137
+612% +$2.45M 1.18% 19
2022
Q2 		$380K Hold
1,003
– – 0.19% 54
2022
Q1 		$455K Hold
1,003
– – 0.19% 48
2021
Q4 		$478K Hold
1,003
– – 0.21% 46
2021
Q3 		$432K Sell
1,003
-9
-0.9% -$3.99K 0.19% 41
2021
Q2 		$435K Sell
1,012
-28
-3% -$11.7K 0.2% 41
2021
Q1 		$414K Buy
1,040
+31
+3% +$12K 0.25% 37
2020
Q4 		$379K Buy
1,009
+10
+1% +$3.56K 0.25% 33
2020
Q3 		$336K Hold
999
– – 0.26% 34
2020
Q2 		$309K Buy
+999
New +$293K 0.26% 32

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Auxano Advisors's IVV Position: Q2 2026 in Review

Auxano Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q2 2026, buying an estimated $5.83K and bringing the position to 7,636 shares worth $5.72M. The position accounts for 1.08% of the portfolio, ranked #17.

Auxano Advisors first reported a position in IVV in Q2 2020 and has held it in 25 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Auxano Advisors held 7,636 shares of iShares Core S&P 500 ETF worth $5.72M as of Q2 2026.
  • Auxano Advisors bought 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
  • iShares Core S&P 500 ETF made up 1.08% of Auxano Advisors's portfolio in Q2 2026, its #17 holding.
  • Auxano Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.