Advisory Solutions Group, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Advisory Solutions Group, LLC’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	$9.01M	Buy	+12,025	New	+$8.76M	3.06%	4

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

Advisory Solutions Group, LLC's IVV Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 12,025 shares worth $9.01M. The stake represents 3.06% of the portfolio and ranks #4 among its holdings.

1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Advisory Solutions Group, LLC held 12,025 shares of iShares Core S&P 500 ETF worth $9.01M as of Q2 2026.
iShares Core S&P 500 ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
iShares Core S&P 500 ETF made up 3.06% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #4 holding.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.