Nautilus Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Nautilus 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	$309K	Buy	408 +25	+7%	+$18.2K	0.18%	134
2026 Q1	$250K	Buy	383 +56	+17%	+$38.2K	0.17%	142
2025 Q4	$224K	Hold	327	–	–	0.15%	162
2025 Q3	$219K	Buy	+327	New	+$211K	0.15%	164

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Nautilus Advisors's IVV Position: Q2 2026 in Review

Nautilus Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.5% in Q2 2026, buying an estimated $18.2K and bringing the position to 408 shares worth $309K. The position accounts for 0.18% of the portfolio, ranked #134.

Nautilus Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Nautilus Advisors held 408 shares of iShares Core S&P 500 ETF worth $309K as of Q2 2026.
Nautilus Advisors bought 25 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.2K.
iShares Core S&P 500 ETF made up 0.18% of Nautilus Advisors's portfolio in Q2 2026, its #134 holding.
Nautilus Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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