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Mountain Capital Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Mountain Capital Investment 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 		$626K Buy
836
+154
+23% +$112K 0.09% 32
2026
Q1 		$490K Buy
682
+88
+15% +$60.1K 0.07% 37
2025
Q4 		$411K Buy
594
+114
+24% +$77.4K 0.07% 46
2025
Q3 		$323K Sell
480
-254
-35% -$164K 0.06% 56
2025
Q2 		$456K Sell
734
-139
-16% -$79.8K 0.09% 30
2025
Q1 		$480K Sell
873
-37
-4% -$21.8K 0.1% 28
2024
Q4 		$546K Buy
910
+170
+23% +$101K 0.11% 25
2024
Q3 		$444K Sell
740
-167
-18% -$92.9K 0.1% 30
2024
Q2 		$512K Buy
907
+39
+4% +$20.5K 0.13% 26
2024
Q1 		$453K Sell
868
-69
-7% -$34.5K 0.13% 20
2023
Q4 		$447K Sell
937
-105
-10% -$47K 0.15% 43
2023
Q3 		$461K Sell
1,042
-76
-7% -$34K 0.17% 42
2023
Q2 		$510K Buy
1,118
+393
+54% +$166K 0.19% 53
2023
Q1 		$301K Sell
725
-42
-5% -$16.8K 0.13% 57
2022
Q4 		$301K Sell
767
-193
-20% -$74.5K 0.14% 66
2022
Q3 		$355K Buy
960
+116
+14% +$46.3K 0.19% 79
2022
Q2 		$330K Buy
844
+62
+8% +$25.5K 0.17% 70
2022
Q1 		$346K Sell
782
-627
-44% -$280K 0.16% 80
2021
Q4 		$665K Sell
1,409
-19,801
-93% -$9.13M 0.3% 97
2021
Q3 		$9.32M Buy
+21,210
New +$9.4M 4.93% 3
2021
Q1 		– Sell
-25,875
Closed -$9.84M – 149
2020
Q4 		$9.84M Buy
25,875
+1,829
+8% +$651K 5.94% 1
2020
Q3 		$8.51M Sell
24,046
-79,669
-77% -$26.5M 5.49% 2
2020
Q2 		$32.7M Sell
103,715
-3,549
-3% -$1.04M 14.96% 2
2020
Q1 		$29.9M Sell
107,264
-13,929
-11% -$4.27M 15.47% 2
2019
Q4 		$39.5M Buy
121,193
+116,643
+2,564% +$36.1M 17.55% 2
2019
Q3 		$1.36M Sell
4,550
-4,863
-52% -$1.45M 1.2% 14
2019
Q2 		$2.77M Buy
9,413
+2,874
+44% +$833K 2.6% 10
2019
Q1 		$1.86M Buy
6,539
+450
+7% +$123K 2% 10
2018
Q4 		$1.53M Buy
6,089
+1,035
+20% +$281K 2.13% 9
2018
Q3 		$1.48M Buy
5,054
+853
+20% +$245K 1.43% 13
2018
Q2 		$1.15M Buy
4,201
+814
+24% +$221K 1.12% 13
2018
Q1 		$899K Buy
3,387
+1,332
+65% +$366K 0.98% 13
2017
Q4 		$552K Buy
2,055
+176
+9% +$46.1K 0.53% 18
2017
Q3 		$475K Buy
1,879
+1,623
+634% +$403K 0.42% 16
2017
Q2 		$62K Buy
+256
New +$61.8K 0.06% 112

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Mountain Capital Investment Advisors's IVV Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 23% in Q2 2026, buying an estimated $112K and bringing the position to 836 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #32.

Mountain Capital Investment Advisors first reported a position in IVV in Q2 2017 and has held it in 35 quarters since. The position peaked at $39.5M in Q4 2019. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mountain Capital Investment Advisors held 836 shares of iShares Core S&P 500 ETF worth $626K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 154 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $112K.
  • iShares Core S&P 500 ETF made up 0.09% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 35 quarters since.
  • Mountain Capital Investment Advisors's iShares Core S&P 500 ETF position peaked at $39.5M in Q4 2019.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.