MAG
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MRA Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

MRA 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 		$8.61M Sell
11,504
-173
-1% -$126K 3.12% 10
2026
Q1 		$7.63M Sell
11,677
-8,348
-42% -$5.7M 3.11% 8
2025
Q4 		$13.7M Sell
20,025
-19,617
-49% -$13.3M 5.76% 3
2025
Q3 		$26.5M Sell
39,642
-8,415
-18% -$5.42M 11.57% 1
2025
Q2 		$29.8M Sell
48,057
-722
-1% -$415K 13.98% 1
2025
Q1 		$27.4M Buy
48,779
+1,982
+4% +$1.17M 14.63% 1
2024
Q4 		$27.5M Buy
46,797
+646
+1% +$382K 14.6% 1
2024
Q3 		$26.6M Buy
46,151
+759
+2% +$422K 14.55% 1
2024
Q2 		$24.8M Buy
45,392
+7,434
+20% +$3.91M 14.21% 1
2024
Q1 		$20M Buy
37,958
+2,711
+8% +$1.36M 11.92% 1
2023
Q4 		$16.8M Buy
35,247
+24,555
+230% +$11M 11.1% 1
2023
Q3 		$4.59M Buy
10,692
+789
+8% +$353K 3.28% 5
2023
Q2 		$4.41M Buy
9,903
+8,241
+496% +$3.47M 3.04% 10
2023
Q1 		$683K Sell
1,662
-931
-36% -$373K 0.49% 36
2022
Q4 		$996K Buy
2,593
+1,748
+207% +$675K 0.78% 26
2022
Q3 		$306K Buy
+845
New +$337K 0.26% 75
2022
Q2 		– Sell
-467
Closed -$212K – 116
2022
Q1 		$212K Hold
467
– – 0.16% 96
2021
Q4 		$223K Sell
467
-343
-42% -$158K 0.17% 106
2021
Q3 		$349K Sell
810
-58
-7% -$25.7K 0.3% 75
2021
Q2 		$373K Sell
868
-82
-9% -$34.4K 0.32% 68
2021
Q1 		$378K Sell
950
-309
-25% -$120K 0.36% 63
2020
Q4 		$473K Buy
+1,259
New +$448K 0.47% 52

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

MRA Advisory Group's IVV Position: Q2 2026 in Review

MRA Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $126K and leaving 11,504 shares worth $8.61M. The position accounts for 3.12% of the portfolio, ranked #10.

MRA Advisory Group first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $29.8M in Q2 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • MRA Advisory Group held 11,504 shares of iShares Core S&P 500 ETF worth $8.61M as of Q2 2026.
  • MRA Advisory Group sold 173 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $126K.
  • iShares Core S&P 500 ETF made up 3.12% of MRA Advisory Group's portfolio in Q2 2026, its #10 holding.
  • MRA Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • MRA Advisory Group's iShares Core S&P 500 ETF position peaked at $29.8M in Q2 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.