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

Seven Hills Financial, 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 Q3	$211K	Buy	+276	New	+$211K	0.13%	104

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Seven Hills Financial, LLC's IVV Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 276 shares worth $211K. The stake represents 0.13% of the portfolio and ranks #104 among its holdings.

383 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Seven Hills Financial, LLC held 276 shares of iShares Core S&P 500 ETF worth $211K as of Q3 2026.
iShares Core S&P 500 ETF was a new Seven Hills Financial, LLC position in Q3 2026.
iShares Core S&P 500 ETF made up 0.13% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #104 holding.
383 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.