Moss Adams Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Moss Adams Wealth 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	$2M	Sell	2,674 -182	-6%	-$133K	0.13%	56
2026 Q1	$1.87M	Buy	2,856 +1	+0%	+$683	0.14%	51
2025 Q4	$1.96M	Buy	2,855 +1	+0%	+$679	0.14%	49
2025 Q3	$1.91M	Buy	2,854 +73	+3%	+$47K	0.15%	50
2025 Q2	$1.73M	Sell	2,781 -365	-12%	-$210K	0.16%	54
2025 Q1	$1.77M	Buy	3,146 +705	+29%	+$416K	0.19%	44
2024 Q4	$1.44M	Sell	2,441 -706	-22%	-$418K	0.15%	47
2024 Q3	$1.82M	Buy	3,147 +30	+1%	+$16.7K	0.2%	37
2024 Q2	$1.71M	Buy	3,117 +2,300	+282%	+$1.21M	0.24%	37
2024 Q1	$430K	Sell	817 -539	-40%	-$270K	0.07%	83
2023 Q4	$648K	Buy	1,356 +549	+68%	+$246K	0.14%	48
2023 Q3	$348K	Hold	807	–	–	0.12%	57
2023 Q2	$359K	Sell	807 -20	-2%	-$8.43K	0.12%	57
2023 Q1	$340K	Buy	827 +24	+3%	+$9.62K	0.12%	56
2022 Q4	$308K	Buy	+803	New	+$310K	0.15%	69

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

Moss Adams Wealth Advisors's IVV Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, selling an estimated $133K and leaving 2,674 shares worth $2M. The position accounts for 0.13% of the portfolio, ranked #56.

Moss Adams Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Moss Adams Wealth Advisors held 2,674 shares of iShares Core S&P 500 ETF worth $2M as of Q2 2026.
Moss Adams Wealth Advisors sold 182 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $133K.
iShares Core S&P 500 ETF made up 0.13% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.