Columbia Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Columbia Advisory 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	$273K	Buy	365 +38	+12%	+$27.7K	0.15%	83
2026 Q1	$214K	Sell	327 -17	-5%	-$11.6K	0.14%	83
2025 Q4	$236K	Hold	344	–	–	0.16%	77
2025 Q3	$230K	Buy	344 +8	+2%	+$5.15K	0.16%	80
2025 Q2	$209K	Buy	+336	New	+$193K	0.16%	75
2024 Q2	–	Sell	-555	Closed	-$292K	–	57
2024 Q1	$292K	Sell	555 -243	-30%	-$122K	0.3%	41
2023 Q4	$381K	Sell	798 -3	-0.4%	-$1.34K	0.39%	36
2023 Q3	$344K	Buy	801 +12	+2%	+$5.37K	0.37%	44
2023 Q2	$352K	Sell	789 -282	-26%	-$119K	0.38%	42
2023 Q1	$440K	Sell	1,071 -615	-36%	-$247K	0.42%	35
2022 Q4	$648K	Buy	+1,686	New	+$651K	0.62%	18

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Columbia Advisory Partners's IVV Position: Q2 2026 in Review

Columbia Advisory Partners increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $27.7K and bringing the position to 365 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #83.

Columbia Advisory Partners first reported a position in IVV in Q4 2022 and has held it in 11 quarters since. The position peaked at $648K in Q4 2022. 1,873 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Columbia Advisory Partners held 365 shares of iShares Core S&P 500 ETF worth $273K as of Q2 2026.
Columbia Advisory Partners bought 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
iShares Core S&P 500 ETF made up 0.15% of Columbia Advisory Partners's portfolio in Q2 2026, its #83 holding.
Columbia Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
Columbia Advisory Partners's iShares Core S&P 500 ETF position peaked at $648K in Q4 2022.
1,873 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.