Elevated Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Elevated Capital Advisors’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	$1.18M	Sell	1,570 -984	-39%	-$717K	0.32%	69
2026 Q1	$1.67M	Sell	2,554 -2,353	-48%	-$1.61M	0.42%	59
2025 Q4	$3.36M	Sell	4,907 -144	-3%	-$97.8K	0.78%	29
2025 Q3	$3.38M	Sell	5,051 -530	-9%	-$341K	0.84%	28
2025 Q2	$3.14M	Hold	5,581	–	–	0.88%	28
2025 Q1	$3.14M	Buy	5,581 +97	+2%	+$57.3K	0.88%	28
2024 Q4	$3.23M	Sell	5,484 -1,906	-26%	-$1.13M	0.88%	25
2024 Q3	$4.26M	Sell	7,390 -1,530	-17%	-$851K	1.13%	20
2024 Q2	$4.88M	Buy	8,920 +5,235	+142%	+$2.75M	1.37%	17
2024 Q1	$1.94M	Sell	3,685 -73	-2%	-$36.5K	0.56%	55
2023 Q4	$1.8M	Buy	3,758 +213	+6%	+$95.3K	0.56%	57
2023 Q3	$1.52M	Sell	3,545 -2,358	-40%	-$1.05M	0.52%	66
2023 Q2	$2.63M	Buy	5,903 +389	+7%	+$164K	0.88%	30
2023 Q1	$2.27M	Buy	5,514 +255	+5%	+$102K	0.81%	38
2022 Q4	$2.02M	Buy	5,259 +390	+8%	+$151K	0.77%	41
2022 Q3	$1.75M	Buy	+4,869	New	+$1.94M	0.69%	40
2022 Q1	$398K	Buy	+878	New	+$393K	0.13%	145
2021 Q3	$379K	Buy	+880	New	+$390K	0.13%	144
2021 Q1	$299K	Buy	+722	New	+$280K	0.12%	146
2019 Q4	$1.36M	Buy	+4,203	New	+$1.3M	1.51%	23
2019 Q1	$2.29M	Buy	+8,217	New	+$2.25M	1.51%	17

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Elevated Capital Advisors's IVV Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 39% in Q2 2026, selling an estimated $717K and leaving 1,570 shares worth $1.18M. The position accounts for 0.32% of the portfolio, ranked #69.

Elevated Capital Advisors first reported a position in IVV in Q1 2019 and has held it in 21 quarters since. The position peaked at $4.88M in Q2 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Elevated Capital Advisors held 1,570 shares of iShares Core S&P 500 ETF worth $1.18M as of Q2 2026.
Elevated Capital Advisors sold 984 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $717K.
iShares Core S&P 500 ETF made up 0.32% of Elevated Capital Advisors's portfolio in Q2 2026, its #69 holding.
Elevated Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 21 quarters since.
Elevated Capital Advisors's iShares Core S&P 500 ETF position peaked at $4.88M in Q2 2024.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.