AAS
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Avantax Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.14B Sell
1,842,537
-24,373
-1% -$14M 6.29% 1
2025
Q1 		$1.05B Buy
1,866,910
+75,776
+4% +$44.7M 6.36% 1
2024
Q4 		$1.05B Buy
1,791,134
+12,229
+0.7% +$7.24M 6.62% 2
2024
Q3 		$1.03B Sell
1,778,905
-13,898
-0.8% -$7.73M 6.74% 1
2024
Q2 		$981M Buy
1,792,803
+101,033
+6% +$53.1M 7% 2
2024
Q1 		$889M Buy
1,691,770
+31,896
+2% +$16M 7.89% 2
2023
Q4 		$793M Buy
1,659,874
+69,384
+4% +$31.1M 7.87% 2
2023
Q3 		$683M Buy
1,590,490
+73,889
+5% +$33.1M 7.65% 2
2023
Q2 		$676M Buy
1,516,601
+45,183
+3% +$19M 7.73% 1
2023
Q1 		$605M Buy
1,471,418
+58,487
+4% +$23.4M 7.41% 1
2022
Q4 		$543M Sell
1,412,931
-308,030
-18% -$119M 7.24% 1
2022
Q3 		$617M Buy
1,720,961
+67,609
+4% +$27M 9.48% 1
2022
Q2 		$627M Buy
1,653,352
+35,956
+2% +$14.8M 9.45% 1
2022
Q1 		$734M Buy
1,617,396
+109,253
+7% +$48.9M 10.09% 1
2021
Q4 		$720M Buy
1,508,143
+47,622
+3% +$21.9M 10.84% 1
2021
Q3 		$629M Buy
1,460,521
+82,110
+6% +$36.4M 10.5% 1
2021
Q2 		$593M Buy
1,378,411
+235,140
+21% +$98.5M 10.76% 1
2021
Q1 		$455M Buy
1,143,271
+77,098
+7% +$29.9M 9.77% 1
2020
Q4 		$401M Sell
1,066,173
-472,306
-31% -$168M 9.52% 1
2020
Q3 		$517M Buy
1,538,479
+366,782
+31% +$122M 8.29% 1
2020
Q2 		$363M Buy
1,171,697
+33,465
+3% +$9.83M 10.46% 1
2020
Q1 		$294M Sell
1,138,232
-1,389
-0.1% -$426K 8.78% 1
2019
Q4 		$368M Buy
1,139,621
+917,783
+414% +$284M 8.54% 1
2019
Q3 		$66.3M Buy
221,838
+15,626
+8% +$4.64M 2.68% 11
2019
Q2 		$60.8M Buy
206,212
+23,211
+13% +$6.73M 2.68% 11
2019
Q1 		$52.1M Buy
183,001
+91,203
+99% +$24.9M 2.77% 10
2018
Q4 		$19.8M Buy
+91,798
New +$24.9M 3.33% 2

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Avantax Advisory Services's IVV Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2025, selling an estimated $14M and leaving 1,842,537 shares worth $1.14B. The position accounts for 6.29% of the portfolio, ranked #1.

Avantax Advisory Services first reported a position in IVV in Q4 2018 and has held it in 27 quarters since. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Avantax Advisory Services held 1,842,537 shares of iShares Core S&P 500 ETF worth $1.14B as of Q2 2025.
  • Avantax Advisory Services sold 24,373 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $14M.
  • iShares Core S&P 500 ETF made up 6.29% of Avantax Advisory Services's portfolio in Q2 2025, its #1 holding.
  • Avantax Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.