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Advus Financial Partners, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Advus Financial Partners, 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 		$31.6M Buy
42,193
+293
+0.7% +$213K 7.17% 2
2026
Q1 		$27.4M Sell
41,900
-42
-0.1% -$28.7K 6.85% 2
2025
Q4 		$28.7M Sell
41,942
-418
-1% -$284K 6.96% 3
2025
Q3 		$28.4M Sell
42,360
-6,918
-14% -$4.46M 6.81% 3
2025
Q2 		$30.6M Sell
49,278
-5,116
-9% -$2.94M 7.82% 2
2025
Q1 		$30.6M Sell
54,394
-2,637
-5% -$1.56M 8.56% 1
2024
Q4 		$33.6M Sell
57,031
-10,265
-15% -$6.08M 9.45% 1
2024
Q3 		$38.8M Sell
67,296
-5,448
-7% -$3.03M 11.08% 1
2024
Q2 		$39.8M Sell
72,744
-2,539
-3% -$1.34M 12.13% 1
2024
Q1 		$39.6M Buy
75,283
+3,057
+4% +$1.53M 12.23% 1
2023
Q4 		$34.5M Buy
72,226
+3,072
+4% +$1.38M 11.84% 1
2023
Q3 		$29.7M Sell
69,154
-6,141
-8% -$2.75M 11.68% 1
2023
Q2 		$33.6M Sell
75,295
-7,137
-9% -$3.01M 12.94% 1
2023
Q1 		$33.9M Sell
82,432
-18,544
-18% -$7.43M 14.02% 1
2022
Q4 		$38.8M Buy
100,976
+3,611
+4% +$1.39M 16.91% 1
2022
Q3 		$34.9M Buy
97,365
+5,347
+6% +$2.14M 18.57% 1
2022
Q2 		$34.9M Buy
92,018
+9,209
+11% +$3.79M 18.39% 1
2022
Q1 		$37.6M Buy
+82,809
New +$37M 19.15% 1
2021
Q3 		$36.1M Buy
+75,634
New +$33.5M 19.9% 1

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

Advus Financial Partners, LLC's IVV Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares Core S&P 500 ETF (IVV) stake by 0.7% in Q2 2026, buying an estimated $213K and bringing the position to 42,193 shares worth $31.6M. The position accounts for 7.17% of the portfolio, ranked #2.

Advus Financial Partners, LLC first reported a position in IVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $39.8M in Q2 2024. 4,092 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Advus Financial Partners, LLC held 42,193 shares of iShares Core S&P 500 ETF worth $31.6M as of Q2 2026.
  • Advus Financial Partners, LLC bought 293 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $213K.
  • iShares Core S&P 500 ETF made up 7.17% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #2 holding.
  • Advus Financial Partners, LLC first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's iShares Core S&P 500 ETF position peaked at $39.8M in Q2 2024.
  • 4,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.