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Nations Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Nations Financial 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 		$56.1M Buy
74,901
+964
+1% +$702K 2.68% 1
2026
Q1 		$48.3M Buy
73,937
+984
+1% +$672K 2.49% 1
2025
Q4 		$50M Buy
72,953
+52,733
+261% +$35.8M 2.63% 1
2025
Q3 		$13.5M Buy
20,220
+1,231
+6% +$793K 0.84% 19
2025
Q2 		$11.8M Buy
18,989
+1,102
+6% +$633K 0.81% 23
2025
Q1 		$10.1M Buy
17,887
+6,792
+61% +$4.01M 0.77% 20
2024
Q4 		$6.53M Sell
11,095
-2,855
-20% -$1.69M 0.48% 44
2024
Q3 		$8.05M Buy
13,950
+1,002
+8% +$557K 0.58% 31
2024
Q2 		$7.09M Buy
12,948
+1,489
+13% +$783K 0.58% 28
2024
Q1 		$6.02M Buy
11,459
+480
+4% +$240K 0.51% 37
2023
Q4 		$5.24M Buy
10,979
+1,053
+11% +$471K 0.49% 43
2023
Q3 		$4.26M Buy
9,926
+737
+8% +$330K 0.43% 49
2023
Q2 		$4.1M Buy
9,189
+101
+1% +$42.6K 0.4% 50
2023
Q1 		$3.74M Sell
9,088
-867
-9% -$348K 0.39% 54
2022
Q4 		$3.82M Sell
9,955
-30,227
-75% -$11.7M 0.43% 52
2022
Q3 		$14.4M Buy
40,182
+4,518
+13% +$1.8M 2.09% 6
2022
Q2 		$13.5M Sell
35,664
-6,655
-16% -$2.74M 1.81% 7
2022
Q1 		$19.2M Sell
42,319
-479
-1% -$214K 2.31% 4
2021
Q4 		$20.4M Buy
42,798
+10,815
+34% +$4.98M 2.69% 3
2021
Q3 		$13.8M Buy
31,983
+26,038
+438% +$11.5M 2.09% 7
2021
Q2 		$2.56M Buy
5,945
+1,336
+29% +$560K 0.43% 48
2021
Q1 		$1.83M Sell
4,609
-635
-12% -$246K 0.42% 52
2020
Q4 		$1.97M Buy
5,244
+246
+5% +$87.6K 0.52% 39
2020
Q3 		$1.68M Sell
4,998
-7,906
-61% -$2.63M 0.52% 43
2020
Q2 		$4M Sell
12,904
-214
-2% -$62.8K 1.42% 12
2020
Q1 		$3.39M Sell
13,118
-94
-0.7% -$28.8K 1.45% 11
2019
Q4 		$4.27M Buy
13,212
+166
+1% +$51.4K 1.47% 10
2019
Q3 		$3.98M Buy
13,046
+8,799
+207% +$2.62M 1.43% 10
2019
Q2 		$1.25M Buy
4,247
+512
+14% +$148K 0.83% 23
2019
Q1 		$1.06M Buy
3,735
+469
+14% +$128K 0.73% 27
2018
Q4 		$822K Buy
3,266
+133
+4% +$36.1K 0.66% 36
2018
Q3 		$917K Sell
3,133
-29
-0.9% -$8.32K 0.66% 35
2018
Q2 		$863K Buy
3,162
+88
+3% +$23.9K 0.72% 30
2018
Q1 		$816K Sell
3,074
-56
-2% -$15.4K 0.74% 30
2017
Q4 		$842K Buy
3,130
+67
+2% +$17.5K 0.77% 28
2017
Q3 		$775K Buy
3,063
+114
+4% +$28.3K 0.75% 35
2017
Q2 		$718K Buy
2,949
+219
+8% +$52.8K 0.59% 50
2017
Q1 		$648K Sell
2,730
-879
-24% -$206K 0.63% 45
2016
Q4 		$812K Sell
3,609
-450
-11% -$98.9K 0.88% 36
2016
Q3 		$883K Buy
4,059
+1
+0% +$218 0.87% 30
2016
Q2 		$854K Buy
4,058
+852
+27% +$178K 0.9% 34
2016
Q1 		$663K Hold
3,206
– – 0.76% 40
2015
Q4 		$657K Buy
+3,206
New +$662K 0.85% 37

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

Nations Financial Group's IVV Position: Q2 2026 in Review

Nations Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, buying an estimated $702K and bringing the position to 74,901 shares worth $56.1M. The position accounts for 2.68% of the portfolio, ranked #1.

Nations Financial Group first reported a position in IVV in Q4 2015 and has held it in 43 quarters since. 1,463 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Nations Financial Group held 74,901 shares of iShares Core S&P 500 ETF worth $56.1M as of Q2 2026.
  • Nations Financial Group bought 964 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $702K.
  • iShares Core S&P 500 ETF made up 2.68% of Nations Financial Group's portfolio in Q2 2026, its #1 holding.
  • Nations Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,463 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.