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Maia Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Maia Wealth’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 		$11M Sell
14,689
-270
-2% -$197K 1.62% 4
2026
Q1 		$9.77M Sell
14,959
-594
-4% -$406K 1.65% 4
2025
Q4 		$10.6M Sell
15,553
-106
-0.7% -$72K 1.82% 6
2025
Q3 		$10.7M Sell
15,659
-363
-2% -$234K 1.81% 9
2025
Q2 		$9.95M Sell
16,022
-2,367
-13% -$1.36M 1.9% 8
2025
Q1 		$9.96M Buy
18,389
+809
+5% +$478K 2.26% 6
2024
Q4 		$10.6M Buy
17,580
+1,292
+8% +$765K 2.28% 7
2024
Q3 		$9.48M Buy
16,288
+1,120
+7% +$623K 2.34% 7
2024
Q2 		$8.56M Buy
+15,168
New +$7.98M 2.58% 6
2023
Q4 		$6.45M Buy
+13,510
New +$6.05M 2.61% 7

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Maia Wealth's IVV Position: Q2 2026 in Review

Maia Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $197K and leaving 14,689 shares worth $11M. The position accounts for 1.62% of the portfolio, ranked #4.

Maia Wealth first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 1,774 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Maia Wealth held 14,689 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
  • Maia Wealth sold 270 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $197K.
  • iShares Core S&P 500 ETF made up 1.62% of Maia Wealth's portfolio in Q2 2026, its #4 holding.
  • Maia Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,774 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.