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Private Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-6,100
Closed -$26.2K – 2372
2023
Q3 		$26.2K Buy
+6,100
New +$2.73M ﹤0.01% 2084

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Private Advisor Group's IVV Position: Q2 2026 in Review

Private Advisor Group sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 375,031 shares — an estimated $245M sold.

Private Advisor Group first reported a position in IVV in Q4 2013 and held it in 50 quarters. The position peaked at $343M in Q4 2024. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Private Advisor Group reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 375,031 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $245M.
  • Private Advisor Group first reported a position in iShares Core S&P 500 ETF in Q4 2013 and held it in 50 quarters.
  • Private Advisor Group's iShares Core S&P 500 ETF position peaked at $343M in Q4 2024.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.