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Mirador Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Mirador Capital Partners’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 		$474K Buy
634
+1
+0.2% +$728 0.06% 159
2026
Q1 		$414K Hold
633
– – 0.06% 157
2025
Q4 		$434K Buy
633
+100
+19% +$67.9K 0.06% 156
2025
Q3 		$357K Sell
533
-391
-42% -$252K 0.05% 169
2025
Q2 		$574K Sell
924
-55
-6% -$31.6K 0.09% 127
2025
Q1 		$550K Buy
979
+1
+0.1% +$591 0.1% 129
2024
Q4 		$576K Buy
978
+202
+26% +$120K 0.1% 119
2024
Q3 		$448K Buy
776
+1
+0.1% +$556 0.08% 133
2024
Q2 		$424K Sell
775
-5
-0.6% -$2.63K 0.08% 128
2024
Q1 		$410K Buy
780
+2
+0.3% +$1K 0.08% 135
2023
Q4 		$372K Sell
778
-989
-56% -$443K 0.08% 133
2023
Q3 		$759K Buy
1,767
+83
+5% +$37.1K 0.17% 93
2023
Q2 		$750K Buy
1,684
+8
+0.5% +$3.37K 0.18% 96
2023
Q1 		$689K Buy
+1,676
New +$672K 0.16% 91
2022
Q4 		– Sell
-1,610
Closed -$578K – 196
2022
Q3 		$578K Sell
1,610
-56
-3% -$22.4K 0.14% 98
2022
Q2 		$632K Buy
1,666
+87
+6% +$35.8K 0.15% 99
2022
Q1 		$717K Buy
1,579
+159
+11% +$71.1K 0.15% 104
2021
Q4 		$677K Buy
1,420
+203
+17% +$93.6K 0.14% 118
2021
Q3 		$524K Buy
1,217
+14
+1% +$6.2K 0.12% 130
2021
Q2 		$517K Sell
1,203
-131
-10% -$54.9K 0.12% 134
2021
Q1 		$531K Sell
1,334
-7
-0.5% -$2.71K 0.14% 116
2020
Q4 		$504K Buy
1,341
+415
+45% +$148K 0.14% 115
2020
Q3 		$311K Buy
+926
New +$308K 0.1% 133

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Mirador Capital Partners's IVV Position: Q2 2026 in Review

Mirador Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q2 2026, buying an estimated $728 and bringing the position to 634 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #159.

Mirador Capital Partners first reported a position in IVV in Q3 2020 and has held it in 23 quarters since. The position peaked at $759K in Q3 2023. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mirador Capital Partners held 634 shares of iShares Core S&P 500 ETF worth $474K as of Q2 2026.
  • Mirador Capital Partners bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.06% of Mirador Capital Partners's portfolio in Q2 2026, its #159 holding.
  • Mirador Capital Partners first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Mirador Capital Partners's iShares Core S&P 500 ETF position peaked at $759K in Q3 2023.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.