Avidian Wealth Enterprises’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $524M | Buy |
700,246
+21,652
| +3% | +$15.8M | 14.5% | 1 |
|
|
2026
Q1 | $443M | Buy |
678,594
+46,149
| +7% | +$31.5M | 14.02% | 1 |
|
|
2025
Q4 | $433M | Buy |
632,445
+13,762
| +2% | +$9.35M | 15.76% | 1 |
|
|
2025
Q3 | $414M | Buy |
618,683
+12,426
| +2% | +$8M | 15.59% | 1 |
|
|
2025
Q2 | $376M | Buy |
606,257
+32,517
| +6% | +$18.7M | 15.3% | 1 |
|
|
2025
Q1 | $322M | Buy |
573,740
+13,278
| +2% | +$7.84M | 14.35% | 1 |
|
|
2024
Q4 | $330M | Buy |
560,462
+36,454
| +7% | +$21.6M | 14.82% | 1 |
|
|
2024
Q3 | $302M | Buy |
524,008
+15,561
| +3% | +$8.65M | 13.72% | 1 |
|
|
2024
Q2 | $278M | Buy |
508,447
+31,537
| +7% | +$16.6M | 11.55% | 2 |
|
|
2024
Q1 | $251M | Sell |
476,910
-9,079
| -2% | -$4.54M | 12.16% | 1 |
|
|
2023
Q4 | $232M | Buy |
485,989
+52,167
| +12% | +$23.3M | 14.28% | 1 |
|
|
2023
Q3 | $186M | Buy |
433,822
+4,316
| +1% | +$1.93M | 13.12% | 1 |
|
|
2023
Q2 | $191M | Sell |
429,506
-62,523
| -13% | -$26.3M | 12.54% | 1 |
|
|
2023
Q1 | $202M | Buy |
492,029
+50,724
| +11% | +$20.3M | 11.1% | 1 |
|
|
2022
Q4 | $170M | Sell |
441,305
-77,325
| -15% | -$29.8M | 11.04% | 1 |
|
|
2022
Q3 | $186M | Buy |
518,630
+41,351
| +9% | +$16.5M | 13.44% | 1 |
|
|
2022
Q2 | $181M | Buy |
477,279
+13,705
| +3% | +$5.64M | 12.81% | 1 |
|
|
2022
Q1 | $210M | Buy |
463,574
+40,982
| +10% | +$18.3M | 12.88% | 1 |
|
|
2021
Q4 | $202M | Buy |
422,592
+11,337
| +3% | +$5.22M | 12.55% | 1 |
|
|
2021
Q3 | $177M | Buy |
411,255
+16,817
| +4% | +$7.45M | 13.5% | 1 |
|
|
2021
Q2 | $170M | Buy |
394,438
+24,884
| +7% | +$10.4M | 13.01% | 1 |
|
|
2021
Q1 | $147M | Sell |
369,554
-9,517
| -3% | -$3.68M | 12.53% | 1 |
|
|
2020
Q4 | $142M | Buy |
379,071
+46,841
| +14% | +$16.7M | 13.49% | 1 |
|
|
2020
Q3 | $112M | Buy |
332,230
+42,404
| +15% | +$14.1M | 12.65% | 1 |
|
|
2020
Q2 | $89.8M | Buy |
289,826
+261,757
| +933% | +$76.9M | 12.11% | 1 |
|
|
2020
Q1 | $7.25M | Buy |
28,069
+11,127
| +66% | +$3.41M | 1.16% | 21 |
|
|
2019
Q4 | $5.48M | Buy |
16,942
+5,223
| +45% | +$1.62M | 0.78% | 24 |
|
|
2019
Q3 | $3.5M | Buy |
11,719
+9,653
| +467% | +$2.87M | 0.58% | 27 |
|
|
2019
Q2 | $609K | Buy |
+2,066
| New | +$599K | 0.14% | 58 |
|
|
2019
Q1 | – | Sell |
-1,124
| Closed | -$283K | – | 138 |
|
|
2018
Q4 | $283K | Buy |
1,124
+299
| +36% | +$81.2K | 0.1% | 70 |
|
|
2018
Q3 | $241K | Sell |
825
-152
| -16% | -$43.6K | 0.08% | 93 |
|
|
2018
Q2 | $267K | Sell |
977
-210
| -18% | -$57.1K | 0.08% | 81 |
|
|
2018
Q1 | $315K | Buy |
1,187
+203
| +21% | +$55.8K | 0.11% | 70 |
|
|
2017
Q4 | $264 | Buy |
984
+1
| +0.1% | +$262 | 0.07% | 88 |
|
|
2017
Q3 | $249K | Sell |
983
-722
| -42% | -$179K | 0.09% | 73 |
|
|
2017
Q2 | $415K | Buy |
1,705
+56
| +3% | +$13.5K | 0.17% | 47 |
|
|
2017
Q1 | $391K | Buy |
+1,649
| New | +$386K | 0.15% | 45 |
|
Other funds holding IVV
PAS
JIC
NFA
GT
CI
Avidian Wealth Enterprises's IVV Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $15.8M and bringing the position to 700,246 shares worth $524M. The position accounts for 14.5% of the portfolio, ranked #1.
Avidian Wealth Enterprises first reported a position in IVV in Q1 2017 and has held it in 37 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Avidian Wealth Enterprises held 700,246 shares of iShares Core S&P 500 ETF worth $524M as of Q2 2026.
- Avidian Wealth Enterprises bought 21,652 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.8M.
- iShares Core S&P 500 ETF made up 14.5% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #1 holding.
- Avidian Wealth Enterprises first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 37 quarters since.
- 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.