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Patton Albertson Miller Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Patton Albertson Miller 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 		$32.4M Sell
43,318
-1,199
-3% -$873K 3.23% 5
2026
Q1 		$29.1M Sell
44,517
-266
-0.6% -$182K 3.45% 3
2025
Q4 		$30.7M Sell
44,783
-163
-0.4% -$111K 3.61% 3
2025
Q3 		$30.1M Sell
44,946
-1,128
-2% -$726K 3.63% 3
2025
Q2 		$28.6M Sell
46,074
-2,443
-5% -$1.4M 3.77% 2
2025
Q1 		$27.3M Buy
48,517
+14,465
+42% +$8.54M 4.05% 2
2024
Q4 		$20M Buy
34,052
+15,499
+84% +$9.17M 2.68% 4
2024
Q3 		$10.7M Buy
18,553
+338
+2% +$188K 1.46% 13
2024
Q2 		$9.97M Buy
18,215
+27
+0.1% +$14.2K 1.42% 15
2024
Q1 		$9.56M Sell
18,188
-4,222
-19% -$2.11M 1.43% 15
2023
Q4 		$10.7M Buy
22,410
+8,375
+60% +$3.75M 1.79% 7
2023
Q3 		$6.03M Buy
14,035
+982
+8% +$439K 1.18% 24
2023
Q2 		$5.82M Sell
13,053
-7,667
-37% -$3.23M 1.12% 22
2023
Q1 		$8.52M Sell
20,720
-16,636
-45% -$6.67M 1.56% 10
2022
Q4 		$14.4M Buy
37,356
+34,333
+1,136% +$13.2M 2.64% 4
2022
Q3 		$1.08M Sell
3,023
-508
-14% -$203K 0.23% 109
2022
Q2 		$1.34M Sell
3,531
-2,763
-44% -$1.14M 0.27% 105
2022
Q1 		$2.86M Sell
6,294
-5,113
-45% -$2.29M 0.49% 73
2021
Q4 		$5.44M Buy
11,407
+9,189
+414% +$4.23M 0.88% 26
2021
Q3 		$956K Buy
2,218
+15
+0.7% +$6.65K 0.18% 136
2021
Q2 		$947K Sell
2,203
-68
-3% -$28.5K 0.22% 107
2021
Q1 		$903K Sell
2,271
-90
-4% -$34.8K 0.22% 112
2020
Q4 		$930K Sell
2,361
-58
-2% -$20.6K 0.22% 111
2020
Q3 		$813K Sell
2,419
-125
-5% -$41.6K 0.23% 109
2020
Q2 		$788K Sell
2,544
-143
-5% -$42K 0.23% 113
2020
Q1 		$694K Buy
2,687
+295
+12% +$90.4K 0.23% 113
2019
Q4 		$773K Buy
2,392
+2
+0.1% +$619 0.2% 124
2019
Q3 		$713K Sell
2,390
-129
-5% -$38.3K 0.2% 130
2019
Q2 		$739K Buy
2,519
+495
+24% +$143K 0.21% 127
2019
Q1 		$576K Sell
2,024
-211
-9% -$57.7K 0.29% 82
2018
Q4 		$608K Buy
2,235
+573
+34% +$156K 0.32% 75
2018
Q3 		$444K Sell
1,662
-20
-1% -$5.74K 0.23% 96
2018
Q2 		$459K Sell
1,682
-1,567
-48% -$426K 0.23% 98
2018
Q1 		$862K Sell
3,249
-7,247
-69% -$1.99M 0.39% 74
2017
Q4 		$2.82M Buy
10,496
+6,482
+161% +$1.7M 1.15% 16
2017
Q3 		$1.03M Buy
4,014
+898
+29% +$223K 0.45% 77
2017
Q2 		$776K Sell
3,116
-57
-2% -$13.8K 0.34% 83
2017
Q1 		$765K Buy
3,173
+664
+26% +$155K 0.32% 85
2016
Q4 		$564K Sell
2,509
-270
-10% -$59.3K 0.24% 94
2016
Q3 		$604K Sell
2,779
-2,765
-50% -$601K 0.27% 90
2016
Q2 		$1.17M Sell
5,544
-5,976
-52% -$1.25M 0.52% 62
2016
Q1 		$2.38M Buy
11,520
+1,984
+21% +$389K 1.2% 22
2015
Q4 		$1.95M Sell
9,536
-813
-8% -$168K 0.98% 34
2015
Q3 		$1.99M Sell
10,349
-1,286
-11% -$262K 1.06% 32
2015
Q2 		$2.41M Buy
11,635
+901
+8% +$191K 1.05% 42
2015
Q1 		$2.23M Buy
+10,734
New +$2.23M 0.91% 48

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

Patton Albertson Miller Group's IVV Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q2 2026, selling an estimated $873K and leaving 43,318 shares worth $32.4M. The position accounts for 3.23% of the portfolio, ranked #5.

Patton Albertson Miller Group first reported a position in IVV in Q1 2015 and has held it in 46 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Patton Albertson Miller Group held 43,318 shares of iShares Core S&P 500 ETF worth $32.4M as of Q2 2026.
  • Patton Albertson Miller Group sold 1,199 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $873K.
  • iShares Core S&P 500 ETF made up 3.23% of Patton Albertson Miller Group's portfolio in Q2 2026, its #5 holding.
  • Patton Albertson Miller Group first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 46 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.