OneAscent Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

OneAscent Family Office’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	$616K	Buy	823 +65	+9%	+$47.3K	0.31%	69
2026 Q1	$495K	Hold	758	–	–	0.35%	71
2025 Q4	$519K	Sell	758 -8	-1%	-$5.43K	0.35%	73
2025 Q3	$513K	Buy	766 +8	+1%	+$5.15K	0.42%	59
2025 Q2	$471K	Buy	+758	New	+$435K	0.45%	53

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

OneAscent Family Office's IVV Position: Q2 2026 in Review

OneAscent Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 8.6% in Q2 2026, buying an estimated $47.3K and bringing the position to 823 shares worth $616K. The position accounts for 0.31% of the portfolio, ranked #69.

OneAscent Family Office first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

OneAscent Family Office held 823 shares of iShares Core S&P 500 ETF worth $616K as of Q2 2026.
OneAscent Family Office bought 65 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $47.3K.
iShares Core S&P 500 ETF made up 0.31% of OneAscent Family Office's portfolio in Q2 2026, its #69 holding.
OneAscent Family Office first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.