Advyzon Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Advyzon Investment Management's IVV Position: Q1 2026 in Review
Advyzon Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 58% in Q1 2026, buying an estimated $11.5M and bringing the position to 46,037 shares worth $30.1M. The position accounts for 2.69% of the portfolio, ranked #2.
Advyzon Investment Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Advyzon Investment Management held 46,037 shares of iShares Core S&P 500 ETF worth $30.1M as of Q1 2026.
- Advyzon Investment Management bought 16,891 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $11.5M.
- iShares Core S&P 500 ETF made up 2.69% of Advyzon Investment Management's portfolio in Q1 2026, its #2 holding.
- Advyzon Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.