UAS
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United Asset Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

United Asset Strategies’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 		$263K Buy
351
+16
+5% +$11.7K 0.02% 244
2026
Q1 		$219K Sell
335
-40
-11% -$27.3K 0.02% 248
2025
Q4 		$257K Buy
375
+34
+10% +$23.1K 0.02% 239
2025
Q3 		$228K Sell
341
-51
-13% -$32.8K 0.02% 241
2025
Q2 		$243K Buy
392
+8
+2% +$4.59K 0.02% 229
2025
Q1 		$216K Buy
384
+9
+2% +$5.32K 0.02% 228
2024
Q4 		$221K Buy
375
+5
+1% +$2.96K 0.02% 224
2024
Q3 		$213K Sell
370
-36
-9% -$20K 0.02% 229
2024
Q2 		$222K Buy
+406
New +$213K 0.02% 214
2024
Q1 		– Sell
-476
Closed -$227K – 243
2023
Q4 		$227K Buy
+476
New +$213K 0.03% 217
2020
Q1 		– Sell
-1,088
Closed -$352K – 198
2019
Q4 		$352K Buy
+1,088
New +$337K 0.07% 165

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

United Asset Strategies's IVV Position: Q2 2026 in Review

United Asset Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 351 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #244.

United Asset Strategies first reported a position in IVV in Q4 2019 and has held it in 11 quarters since. The position peaked at $352K in Q4 2019. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • United Asset Strategies held 351 shares of iShares Core S&P 500 ETF worth $263K as of Q2 2026.
  • United Asset Strategies bought 16 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Core S&P 500 ETF made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #244 holding.
  • United Asset Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 11 quarters since.
  • United Asset Strategies's iShares Core S&P 500 ETF position peaked at $352K in Q4 2019.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.