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

Powell Investment 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	$247K	Buy	330 +32	+11%	+$23.3K	0.08%	114
2026 Q1	$195K	Hold	298	–	–	0.07%	133
2025 Q4	$204K	Hold	298	–	–	0.07%	131
2025 Q3	$199K	Sell	298 -61	-17%	-$39.3K	0.07%	136
2025 Q2	$223K	Hold	359	–	–	0.08%	123
2025 Q1	$202K	Hold	359	–	–	0.1%	113
2024 Q4	$211K	Sell	359 -8	-2%	-$4.74K	0.1%	120
2024 Q3	$212K	Hold	367	–	–	0.1%	116
2024 Q2	$201K	Buy	367 +298	+432%	+$157K	0.1%	116
2024 Q1	$36.3K	Hold	69	–	–	0.02%	140
2023 Q4	$33K	Hold	69	–	–	0.02%	143
2023 Q3	$29.8K	Sell	69 -29	-30%	-$13K	0.02%	135
2023 Q2	$43.7K	Hold	98	–	–	0.03%	121
2023 Q1	$40.3K	Hold	98	–	–	0.02%	122
2022 Q4	$37.7K	Hold	98	–	–	0.02%	119
2022 Q3	$35K	Hold	98	–	–	0.02%	118
2022 Q2	$37K	Hold	98	–	–	0.02%	132
2022 Q1	$44K	Hold	98	–	–	0.03%	119
2021 Q4	$47K	Buy	+98	New	+$45.2K	0.03%	124
2021 Q3	–	Sell	-69	Closed	-$30K	–	125
2021 Q2	$30K	Hold	69	–	–	0.02%	118
2021 Q1	$27K	Buy	+69	New	+$26.7K	0.02%	120

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

Powell Investment Advisors's IVV Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, buying an estimated $23.3K and bringing the position to 330 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #114.

Powell Investment Advisors first reported a position in IVV in Q1 2021 and has held it in 21 quarters since. 1,903 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Powell Investment Advisors held 330 shares of iShares Core S&P 500 ETF worth $247K as of Q2 2026.
Powell Investment Advisors bought 32 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
iShares Core S&P 500 ETF made up 0.08% of Powell Investment Advisors's portfolio in Q2 2026, its #114 holding.
Powell Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
1,903 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.