Accordant Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.5K Hold
22
0.01% 151
2026
Q1
$14.4K Buy
+22
New +$15K 0.01% 151

Other funds holding IVV

Accordant Advisory Group's IVV Position: Q2 2026 in Review

Accordant Advisory Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 22 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #151.

Accordant Advisory Group first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Accordant Advisory Group held 22 shares of iShares Core S&P 500 ETF worth $16.5K as of Q2 2026.
  • Accordant Advisory Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #151 holding.
  • Accordant Advisory Group first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.