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SOA Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

SOA Wealth 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 		$2.7M Buy
3,609
+58
+2% +$42.2K 0.45% 46
2026
Q1 		$2.32M Sell
3,551
-84
-2% -$57.4K 0.44% 47
2025
Q4 		$2.49M Sell
3,635
-293
-7% -$199K 0.42% 48
2025
Q3 		$2.63M Sell
3,928
-57
-1% -$36.7K 0.45% 46
2025
Q2 		$2.47M Sell
3,985
-243
-6% -$140K 0.46% 46
2025
Q1 		$2.38M Sell
4,228
-56
-1% -$33.1K 0.5% 42
2024
Q4 		$2.52M Sell
4,284
-46
-1% -$27.2K 0.46% 42
2024
Q3 		$2.5M Sell
4,330
-294
-6% -$163K 0.48% 44
2024
Q2 		$2.53M Buy
4,624
+10
+0.2% +$5.26K 0.51% 43
2024
Q1 		$2.43M Buy
4,614
+1
+0% +$500 0.5% 42
2023
Q4 		$2.2M Sell
4,613
-24
-0.5% -$10.7K 0.49% 43
2023
Q3 		$1.99M Hold
4,637
– – 0.5% 39
2023
Q2 		$2.07M Buy
4,637
+154
+3% +$64.9K 0.48% 40
2023
Q1 		$1.84M Buy
4,483
+28
+0.6% +$11.2K 0.45% 47
2022
Q4 		$1.71M Hold
4,455
– – 0.46% 48
2022
Q3 		$1.6M Hold
4,455
– – 0.48% 46
2022
Q2 		$1.69M Sell
4,455
-1,401
-24% -$576K 0.5% 49
2022
Q1 		$2.66M Sell
5,856
-52
-0.9% -$23.3K 0.65% 41
2021
Q4 		$2.83M Buy
5,908
+10
+0.2% +$4.61K 0.68% 40
2021
Q3 		$2.54M Buy
5,898
+662
+13% +$293K 0.65% 42
2021
Q2 		$2.25M Sell
5,236
-985
-16% -$413K 0.58% 44
2021
Q1 		$2.48M Buy
6,221
+32
+0.5% +$12.4K 0.69% 39
2020
Q4 		$2.42M Buy
+6,189
New +$2.2M 0.66% 42

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

SOA Wealth Advisors's IVV Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,609 shares worth $2.7M. The position accounts for 0.45% of the portfolio, ranked #46.

SOA Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.83M in Q4 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SOA Wealth Advisors held 3,609 shares of iShares Core S&P 500 ETF worth $2.7M as of Q2 2026.
  • SOA Wealth Advisors bought 58 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $42.2K.
  • iShares Core S&P 500 ETF made up 0.45% of SOA Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • SOA Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Core S&P 500 ETF position peaked at $2.83M in Q4 2021.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.