AWP
IVV icon

Avid Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Avid Wealth 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 		$10.8M Sell
14,463
-597
-4% -$435K 5.24% 7
2026
Q1 		$9.84M Buy
15,060
+1,531
+11% +$1.05M 4.65% 7
2025
Q4 		$9.27M Buy
13,529
+4,342
+47% +$2.95M 4.53% 7
2025
Q3 		$6.15M Buy
9,187
+209
+2% +$135K 3.06% 10
2025
Q2 		$5.57M Sell
8,978
-7,473
-45% -$4.29M 3.19% 10
2025
Q1 		$9.24M Sell
16,451
-1,407
-8% -$831K 6.27% 5
2024
Q4 		$10.5M Buy
17,858
+3,956
+28% +$2.34M 7.47% 5
2024
Q3 		$8.02M Buy
13,902
+1,566
+13% +$871K 5.68% 7
2024
Q2 		$6.75M Sell
12,336
-9,610
-44% -$5.05M 5.24% 6
2024
Q1 		$11.5M Buy
21,946
+21,437
+4,212% +$10.7M 9.27% 2
2023
Q4 		$243K Buy
+509
New +$228K 0.24% 24

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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

Avid Wealth Partners's IVV Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, selling an estimated $435K and leaving 14,463 shares worth $10.8M. The position accounts for 5.24% of the portfolio, ranked #7.

Avid Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q1 2024. 2,292 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Avid Wealth Partners held 14,463 shares of iShares Core S&P 500 ETF worth $10.8M as of Q2 2026.
  • Avid Wealth Partners sold 597 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $435K.
  • iShares Core S&P 500 ETF made up 5.24% of Avid Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Avid Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Avid Wealth Partners's iShares Core S&P 500 ETF position peaked at $11.5M in Q1 2024.
  • 2,292 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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