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Investment Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Investment Advisory Group’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 		$19.9M Buy
26,592
+2,404
+10% +$1.75M 4.32% 4
2026
Q1 		$15.8M Buy
24,188
+544
+2% +$371K 4.02% 4
2025
Q4 		$16.2M Buy
23,644
+722
+3% +$490K 4.17% 4
2025
Q3 		$15.3M Buy
22,922
+978
+4% +$630K 4.17% 4
2025
Q2 		$13.6M Buy
21,944
+861
+4% +$494K 4.13% 4
2025
Q1 		$11.8M Buy
21,083
+538
+3% +$318K 3.96% 5
2024
Q4 		$12.1M Buy
20,545
+969
+5% +$574K 4.05% 5
2024
Q3 		$11.3M Buy
19,576
+889
+5% +$494K 3.92% 5
2024
Q2 		$10.2M Buy
18,687
+543
+3% +$286K 3.95% 5
2024
Q1 		$9.54M Buy
18,144
+785
+5% +$393K 3.94% 5
2023
Q4 		$8.29M Buy
17,359
+395
+2% +$177K 3.81% 5
2023
Q3 		$7.28M Buy
16,964
+43
+0.3% +$19.2K 3.79% 5
2023
Q2 		$7.54M Buy
16,921
+1,247
+8% +$526K 3.86% 5
2023
Q1 		$6.44M Sell
15,674
-59
-0.4% -$23.7K 3.71% 5
2022
Q4 		$6.04M Sell
15,733
-72
-0.5% -$27.8K 3.71% 5
2022
Q3 		$5.67M Buy
15,805
+128
+0.8% +$51.1K 3.93% 4
2022
Q2 		$5.94M Sell
15,677
-50
-0.3% -$20.6K 4.04% 4
2022
Q1 		$7.13M Buy
15,727
+89
+0.6% +$39.8K 4.33% 4
2021
Q4 		$7.06M Buy
+15,638
New +$7.21M 4.52% 4

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Investment Advisory Group's IVV Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q2 2026, buying an estimated $1.75M and bringing the position to 26,592 shares worth $19.9M. The position accounts for 4.32% of the portfolio, ranked #4.

Investment Advisory Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Investment Advisory Group held 26,592 shares of iShares Core S&P 500 ETF worth $19.9M as of Q2 2026.
  • Investment Advisory Group bought 2,404 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.75M.
  • iShares Core S&P 500 ETF made up 4.32% of Investment Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Investment Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.