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One Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

One Advisory Partners’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 		$61.4M Buy
82,038
+30,658
+60% +$22.3M 16.72% 1
2026
Q1 		$33.6M Buy
51,380
+11,740
+30% +$8.02M 10.34% 1
2025
Q4 		$27.2M Buy
39,640
+223
+0.6% +$151K 8.19% 2
2025
Q3 		$26.3M Sell
39,417
-396
-1% -$255K 8.05% 2
2025
Q2 		$25.4M Sell
39,813
-26,015
-40% -$14.9M 8.47% 2
2025
Q1 		$37M Sell
65,828
-6,200
-9% -$3.66M 15.8% 1
2024
Q4 		$42.4M Sell
72,028
-1,897
-3% -$1.12M 18.82% 1
2024
Q3 		$42.6M Sell
73,925
-11,254
-13% -$6.26M 18.71% 1
2024
Q2 		$46.6M Sell
85,179
-6,786
-7% -$3.57M 21.49% 1
2024
Q1 		$48.3M Sell
91,965
-27,594
-23% -$13.8M 23.76% 1
2023
Q4 		$57.1M Buy
119,559
+8,517
+8% +$3.81M 29.99% 1
2023
Q3 		$47.7M Buy
111,042
+11,356
+11% +$5.08M 27.85% 1
2023
Q2 		$44.4M Buy
99,686
+3,326
+3% +$1.4M 25% 1
2023
Q1 		$39.6M Buy
96,360
+2,059
+2% +$825K 23.3% 1
2022
Q4 		$36.2M Sell
94,301
-749
-0.8% -$289K 23.09% 1
2022
Q3 		$34.1M Buy
95,050
+6,583
+7% +$2.63M 23.51% 1
2022
Q2 		$33.5M Buy
88,467
+1,763
+2% +$725K 22.22% 1
2022
Q1 		$39.3M Buy
86,704
+23,324
+37% +$10.4M 22.91% 1
2021
Q4 		$30.2M Buy
63,380
+6,509
+11% +$3M 17.22% 2
2021
Q3 		$24.5M Sell
56,871
-1,158
-2% -$513K 15.21% 2
2021
Q2 		$24.9M Buy
58,029
+515
+0.9% +$216K 15.33% 1
2021
Q1 		$22.9M Sell
57,514
-15,382
-21% -$5.96M 15.02% 1
2020
Q4 		$27.4M Buy
72,896
+7,178
+11% +$2.55M 18.74% 1
2020
Q3 		$22.1M Buy
65,718
+6,628
+11% +$2.21M 16.77% 1
2020
Q2 		$18.3M Buy
+59,090
New +$17.3M 14.77% 1

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

One Advisory Partners's IVV Position: Q2 2026 in Review

One Advisory Partners increased its iShares Core S&P 500 ETF (IVV) stake by 60% in Q2 2026, buying an estimated $22.3M and bringing the position to 82,038 shares worth $61.4M. The position accounts for 16.72% of the portfolio, ranked #1.

One Advisory Partners first reported a position in IVV in Q2 2020 and has held it in 25 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • One Advisory Partners held 82,038 shares of iShares Core S&P 500 ETF worth $61.4M as of Q2 2026.
  • One Advisory Partners bought 30,658 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $22.3M.
  • iShares Core S&P 500 ETF made up 16.72% of One Advisory Partners's portfolio in Q2 2026, its #1 holding.
  • One Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.