Allium Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Allium Financial Advisors's IVV Position: Q1 2026 in Review
Allium Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q1 2026, buying an estimated $629K and bringing the position to 16,061 shares worth $10.5M. The position accounts for 8.41% of the portfolio, ranked #3.
Allium Financial Advisors first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.6M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Allium Financial Advisors held 16,061 shares of iShares Core S&P 500 ETF worth $10.5M as of Q1 2026.
- Allium Financial Advisors bought 921 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $629K.
- iShares Core S&P 500 ETF made up 8.41% of Allium Financial Advisors's portfolio in Q1 2026, its #3 holding.
- Allium Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
- Allium Financial Advisors's iShares Core S&P 500 ETF position peaked at $10.6M in Q3 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.