Aire Advisors’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
$203K Buy
+271
New +$197K 0.03% 169
2023
Q4
Sell
-813
Closed -$349K 154
2023
Q3
$349K Buy
+813
New +$364K 0.09% 98
2023
Q2
Sell
-492
Closed -$202K 138
2023
Q1
$202K Buy
+492
New +$197K 0.06% 125

Other funds holding IVV

Aire Advisors's IVV Position: Q2 2026 in Review

Aire Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 271 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings. This is a return to the name: Aire Advisors previously reported a position in IVV as recently as Q3 2023.

Aire Advisors first reported a position in IVV in Q1 2023 and has held it in 3 quarters since. The position peaked at $349K in Q3 2023. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Aire Advisors held 271 shares of iShares Core S&P 500 ETF worth $203K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Aire Advisors position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.03% of Aire Advisors's portfolio in Q2 2026, its #169 holding.
  • Aire Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 3 quarters since.
  • Aire Advisors's iShares Core S&P 500 ETF position peaked at $349K in Q3 2023.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.