Mid-American Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Mid-American Wealth 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	$340K	Sell	454 -67	-13%	-$48.8K	0.12%	59
2026 Q1	$357K	Hold	521	–	–	0.15%	48
2025 Q4	$357K	Sell	521 -102	-16%	-$69.3K	0.15%	48
2025 Q3	$417K	Buy	623 +46	+8%	+$29.6K	0.19%	37
2025 Q2	$358K	Sell	577 -200	-26%	-$115K	0.17%	41
2025 Q1	$437K	Sell	777 -104	-12%	-$61.4K	0.23%	35
2024 Q4	$519K	Buy	881 +180	+26%	+$107K	0.3%	30
2024 Q3	$404K	Sell	701 -200	-22%	-$111K	0.25%	33
2024 Q2	$493K	Sell	901 -65	-7%	-$34.2K	0.31%	28
2024 Q1	$508K	Sell	966 -139	-13%	-$69.5K	0.34%	22
2023 Q4	$528K	Buy	1,105 +38	+4%	+$17K	0.39%	26
2023 Q3	$463K	Sell	1,067 -12,367	-92%	-$5.53M	0.37%	25
2023 Q2	$6.02M	Buy	+13,434	New	+$5.66M	4.69%	7
2022 Q1	$4.44M	Buy	9,784 +6,096	+165%	+$2.73M	3.47%	10
2021 Q4	$1.76M	Buy	+3,688	New	+$1.7M	1.41%	23

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Mid-American Wealth Advisory Group's IVV Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $48.8K and leaving 454 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #59.

Mid-American Wealth Advisory Group first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.02M in Q2 2023. 1,532 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mid-American Wealth Advisory Group held 454 shares of iShares Core S&P 500 ETF worth $340K as of Q2 2026.
Mid-American Wealth Advisory Group sold 67 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.8K.
iShares Core S&P 500 ETF made up 0.12% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #59 holding.
Mid-American Wealth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
Mid-American Wealth Advisory Group's iShares Core S&P 500 ETF position peaked at $6.02M in Q2 2023.
1,532 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.