Aventura Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Aventura 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	$932K	Buy	1,244 +424	+52%	+$309K	0.29%	67
2026 Q1	$536K	Buy	820 +238	+41%	+$163K	0.2%	85
2025 Q4	$399K	Hold	582	–	–	0.14%	108
2025 Q3	$390K	Buy	582 +12	+2%	+$7.73K	0.14%	104
2025 Q2	$354K	Hold	570	–	–	0.15%	109
2025 Q1	$320K	Sell	570 -4	-0.7%	-$2.36K	0.17%	112
2024 Q4	$338K	Buy	+574	New	+$340K	0.18%	97

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

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

Aventura Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 52% in Q2 2026, buying an estimated $309K and bringing the position to 1,244 shares worth $932K. The position accounts for 0.29% of the portfolio, ranked #67.

Aventura Private Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Aventura Private Wealth held 1,244 shares of iShares Core S&P 500 ETF worth $932K as of Q2 2026.
Aventura Private Wealth bought 424 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $309K.
iShares Core S&P 500 ETF made up 0.29% of Aventura Private Wealth's portfolio in Q2 2026, its #67 holding.
Aventura Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.