Allium Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Allium Financial Advisors's IVV Position: Q2 2026 in Review
Allium Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q2 2026, buying an estimated $520K and bringing the position to 16,775 shares worth $12.6M. The position accounts for 8.22% of the portfolio, ranked #3.
Allium Financial Advisors first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Allium Financial Advisors held 16,775 shares of iShares Core S&P 500 ETF worth $12.6M as of Q2 2026.
- Allium Financial Advisors bought 714 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $520K.
- iShares Core S&P 500 ETF made up 8.22% of Allium Financial Advisors's portfolio in Q2 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 6 quarters since.
- 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.