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Avantax Planning Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Avantax Planning 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 		$1.21M Sell
1,614
-19
-1% -$13.8K 0.03% 190
2026
Q1 		$1.07M Sell
1,633
-253
-13% -$173K 0.03% 186
2025
Q4 		$1.29M Buy
1,886
+149
+9% +$101K 0.04% 171
2025
Q3 		$1.16M Sell
1,737
-2,055
-54% -$1.32M 0.03% 183
2025
Q2 		$2.35M Sell
3,792
-67
-2% -$38.5K 0.07% 122
2025
Q1 		$2.17M Sell
3,859
-679
-15% -$401K 0.08% 122
2024
Q4 		$2.67M Buy
4,538
+28
+0.6% +$16.6K 0.1% 112
2024
Q3 		$2.6M Sell
4,510
-99
-2% -$55K 0.09% 114
2024
Q2 		$2.52M Buy
4,609
+290
+7% +$152K 0.08% 129
2024
Q1 		$2.27M Buy
4,319
+1,881
+77% +$941K 0.07% 137
2023
Q4 		$1.16M Buy
2,438
+226
+10% +$101K 0.04% 162
2023
Q3 		$950K Sell
2,212
-80
-3% -$35.8K 0.04% 167
2023
Q2 		$1.02M Buy
2,292
+4
+0.2% +$1.69K 0.04% 160
2023
Q1 		$941K Buy
2,288
+41
+2% +$16.4K 0.04% 172
2022
Q4 		$863K Sell
2,247
-398
-15% -$154K 0.03% 182
2022
Q3 		$949K Buy
2,645
+398
+18% +$159K 0.04% 154
2022
Q2 		$852K Sell
2,247
-422
-16% -$174K 0.04% 172
2022
Q1 		$1.21M Buy
2,669
+484
+22% +$216K 0.05% 140
2021
Q4 		$1.04M Buy
2,185
+349
+19% +$161K 0.04% 154
2021
Q3 		$791K Buy
1,836
+47
+3% +$20.8K 0.04% 160
2021
Q2 		$769K Buy
1,789
+107
+6% +$44.8K 0.04% 157
2021
Q1 		$669K Sell
1,682
-105
-6% -$40.7K 0.03% 165
2020
Q4 		$671K Sell
1,787
-435
-20% -$155K 0.03% 154
2020
Q3 		$747K Sell
2,222
-147
-6% -$48.9K 0.04% 144
2020
Q2 		$734K Buy
2,369
+1
+0% +$294 0.04% 140
2020
Q1 		$612K Sell
2,368
-59
-2% -$18.1K 0.04% 137
2019
Q4 		$784K Buy
2,427
+2
+0.1% +$619 0.05% 129
2019
Q3 		$724K Buy
2,425
+365
+18% +$108K 0.04% 134
2019
Q2 		$615K Sell
2,060
-58
-3% -$16.8K 0.04% 146
2019
Q1 		$603K Sell
2,118
-2,117
-50% -$579K 0.04% 146
2018
Q4 		$1.07M Buy
4,235
+1,917
+83% +$521K 0.08% 90
2018
Q3 		$678K Sell
2,318
-667
-22% -$191K 0.05% 115
2018
Q2 		$815K Sell
2,985
-305
-9% -$83K 0.07% 96
2018
Q1 		$873K Buy
3,290
+113
+4% +$31.1K 0.08% 110
2017
Q4 		$854K Sell
3,177
-2
-0.1% -$524 0.08% 112
2017
Q3 		$804K Buy
3,179
+1,374
+76% +$341K 0.06% 142
2017
Q2 		$439K Buy
1,805
+73
+4% +$17.6K 0.04% 206
2017
Q1 		$411K Sell
1,732
-262
-13% -$61.3K 0.04% 202
2016
Q4 		$449K Buy
+1,994
New +$438K 0.05% 175

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Avantax Planning Partners's IVV Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, selling an estimated $13.8K and leaving 1,614 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #190.

Avantax Planning Partners first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.67M in Q4 2024. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Avantax Planning Partners held 1,614 shares of iShares Core S&P 500 ETF worth $1.21M as of Q2 2026.
  • Avantax Planning Partners sold 19 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Core S&P 500 ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #190 holding.
  • Avantax Planning Partners first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's iShares Core S&P 500 ETF position peaked at $2.67M in Q4 2024.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.