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

MBA 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	$1.94M	Buy	2,590 +146	+6%	+$106K	0.65%	31
2026 Q1	$1.6M	Sell	2,444 -131	-5%	-$89.5K	0.61%	32
2025 Q4	$1.76M	Buy	2,575 +16	+0.6%	+$10.9K	0.71%	30
2025 Q3	$1.71M	Buy	2,559 +9	+0.4%	+$5.8K	0.73%	30
2025 Q2	$1.58M	Sell	2,550 -225	-8%	-$129K	0.73%	31
2025 Q1	$1.56M	Sell	2,775 -291	-9%	-$172K	0.77%	29
2024 Q4	$1.8M	Sell	3,066 -2,049	-40%	-$1.21M	0.91%	28
2024 Q3	$2.95M	Sell	5,115 -10	-0.2%	-$5.56K	1.42%	21
2024 Q2	$2.8M	Buy	5,125 +23	+0.5%	+$12.1K	1.43%	21
2024 Q1	$2.68M	Sell	5,102 -17	-0.3%	-$8.51K	1.39%	22
2023 Q4	$2.44M	Sell	5,119 -83	-2%	-$37.1K	1.36%	22
2023 Q3	$2.23M	Buy	5,202 +121	+2%	+$54.1K	1.37%	20
2023 Q2	$2.26M	Hold	5,081	–	–	1.35%	20
2023 Q1	$2.09M	Sell	5,081 -17	-0.3%	-$6.82K	1.3%	23
2022 Q4	$1.96M	Hold	5,098	–	–	1.28%	24
2022 Q3	$1.83M	Hold	5,098	–	–	1.32%	22
2022 Q2	$1.93M	Hold	5,098	–	–	1.33%	23
2022 Q1	$2.31M	Hold	5,098	–	–	1.43%	20
2021 Q4	$2.43M	Buy	5,098 +2,023	+66%	+$932K	1.51%	17
2021 Q3	$1.32M	Hold	3,075	–	–	0.98%	30
2021 Q2	$1.32M	Hold	3,075	–	–	0.62%	31
2021 Q1	$1.22M	Buy	+3,075	New	+$1.19M	0.67%	31

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

MBA Advisors's IVV Position: Q2 2026 in Review

MBA Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6% in Q2 2026, buying an estimated $106K and bringing the position to 2,590 shares worth $1.94M. The position accounts for 0.65% of the portfolio, ranked #31.

MBA Advisors first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.95M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MBA Advisors held 2,590 shares of iShares Core S&P 500 ETF worth $1.94M as of Q2 2026.
MBA Advisors bought 146 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $106K.
iShares Core S&P 500 ETF made up 0.65% of MBA Advisors's portfolio in Q2 2026, its #31 holding.
MBA Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
MBA Advisors's iShares Core S&P 500 ETF position peaked at $2.95M in Q3 2024.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.