Adapt Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Adapt Wealth Advisors's IVV Position: Q2 2026 in Review
Adapt Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $600K and leaving 45,363 shares worth $34M. The position accounts for 11.11% of the portfolio, ranked #1.
Adapt Wealth Advisors first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Adapt Wealth Advisors held 45,363 shares of iShares Core S&P 500 ETF worth $34M as of Q2 2026.
- Adapt Wealth Advisors sold 824 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $600K.
- iShares Core S&P 500 ETF made up 11.11% of Adapt Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- Adapt Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.