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USAdvisors Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

USAdvisors Wealth Management’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 		$1.04M Buy
1,393
+58
+4% +$42.2K 0.3% 68
2026
Q1 		$847K Buy
1,335
+3
+0.2% +$2.05K 0.28% 68
2025
Q4 		$912K Sell
1,332
-12
-0.9% -$8.15K 0.3% 66
2025
Q3 		$899K Buy
1,344
+22
+2% +$14.2K 0.31% 64
2025
Q2 		$821K Sell
1,322
-122
-8% -$70K 0.31% 65
2025
Q1 		$811K Buy
1,444
+128
+10% +$75.6K 0.28% 69
2024
Q4 		$774K Buy
1,316
+43
+3% +$25.5K 0.25% 72
2024
Q3 		$730K Buy
1,273
+97
+8% +$53.9K 0.26% 71
2024
Q2 		$643K Buy
1,176
+117
+11% +$61.5K 0.23% 71
2024
Q1 		$556K Sell
1,059
-95
-8% -$47.5K 0.21% 81
2023
Q4 		$551K Buy
1,154
+161
+16% +$72.1K 0.23% 80
2023
Q3 		$426K Buy
993
+85
+9% +$38K 0.19% 83
2023
Q2 		$405K Sell
908
-153
-14% -$64.5K 0.19% 83
2023
Q1 		$436K Buy
1,061
+4
+0.4% +$1.6K 0.21% 83
2022
Q4 		$406K Buy
1,057
+116
+12% +$44.8K 0.2% 86
2022
Q3 		$338K Sell
941
-270
-22% -$108K 0.17% 93
2022
Q2 		$459K Sell
1,211
-65
-5% -$26.7K 0.23% 84
2022
Q1 		$579K Buy
1,276
+26
+2% +$11.6K 0.25% 79
2021
Q4 		$597K Sell
1,250
-204
-14% -$94K 0.24% 76
2021
Q3 		$627K Buy
1,454
+34
+2% +$15.1K 0.27% 72
2021
Q2 		$610K Buy
+1,420
New +$595K 0.33% 63
2021
Q1 		– Sell
-590
Closed -$221K – 106
2020
Q4 		$221K Buy
+590
New +$210K 0.11% 82

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

USAdvisors Wealth Management's IVV Position: Q2 2026 in Review

USAdvisors Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $42.2K and bringing the position to 1,393 shares worth $1.04M. The position accounts for 0.3% of the portfolio, ranked #68.

USAdvisors Wealth Management first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • USAdvisors Wealth Management held 1,393 shares of iShares Core S&P 500 ETF worth $1.04M as of Q2 2026.
  • USAdvisors Wealth Management bought 58 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $42.2K.
  • iShares Core S&P 500 ETF made up 0.3% of USAdvisors Wealth Management's portfolio in Q2 2026, its #68 holding.
  • USAdvisors Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.