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

United 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
2026
Q2 		$4.29M Buy
5,733
+1,255
+28% +$914K 0.45% 54
2026
Q1 		$2.92M Sell
4,478
-2,559
-36% -$1.75M 0.36% 69
2025
Q4 		$4.82M Buy
7,037
+807
+13% +$548K 0.6% 35
2025
Q3 		$4.17M Buy
6,230
+3,056
+96% +$1.97M 0.56% 42
2025
Q2 		$1.97M Sell
3,174
-655
-17% -$376K 0.34% 77
2025
Q1 		$2.15M Sell
3,829
-236
-6% -$139K 0.44% 60
2024
Q4 		$2.39M Sell
4,065
-197
-5% -$117K 0.47% 52
2024
Q3 		$2.46M Buy
4,262
+2,589
+155% +$1.44M 0.56% 50
2024
Q2 		$916K Buy
1,673
+826
+98% +$434K 0.28% 86
2024
Q1 		$445K Buy
847
+339
+67% +$170K 0.17% 128
2023
Q4 		$245K Buy
+508
New +$227K 0.29% 49

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

United Advisor Group increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, buying an estimated $914K and bringing the position to 5,733 shares worth $4.29M. The position accounts for 0.45% of the portfolio, ranked #54.

United Advisor Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.82M in Q4 2025. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • United Advisor Group held 5,733 shares of iShares Core S&P 500 ETF worth $4.29M as of Q2 2026.
  • United Advisor Group bought 1,255 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $914K.
  • iShares Core S&P 500 ETF made up 0.45% of United Advisor Group's portfolio in Q2 2026, its #54 holding.
  • United Advisor Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's iShares Core S&P 500 ETF position peaked at $4.82M in Q4 2025.
  • 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.