Joel Adams & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Joel Adams & Associates’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	$660K	Buy	881 +6	+0.7%	+$4.37K	0.42%	33
2026 Q1	$572K	Buy	875 +20	+2%	+$13.7K	0.42%	34
2025 Q4	$585K	Sell	855 -51	-6%	-$34.6K	0.44%	35
2025 Q3	$607K	Buy	906 +4	+0.4%	+$2.58K	0.49%	34
2025 Q2	$560K	Sell	902 -79	-8%	-$45.4K	0.5%	32
2025 Q1	$551K	Sell	981 -548	-36%	-$324K	0.5%	28
2024 Q4	$900K	Buy	+1,529	New	+$905K	0.82%	19

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Joel Adams & Associates's IVV Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 0.69% in Q2 2026, buying an estimated $4.37K and bringing the position to 881 shares worth $660K. The position accounts for 0.42% of the portfolio, ranked #33.

Joel Adams & Associates first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $900K in Q4 2024. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Joel Adams & Associates held 881 shares of iShares Core S&P 500 ETF worth $660K as of Q2 2026.
Joel Adams & Associates bought 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
iShares Core S&P 500 ETF made up 0.42% of Joel Adams & Associates's portfolio in Q2 2026, its #33 holding.
Joel Adams & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Joel Adams & Associates's iShares Core S&P 500 ETF position peaked at $900K in Q4 2024.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.