Ascent Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Ascent Advisors's IVV Position: Q2 2026 in Review
Ascent Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q2 2026, buying an estimated $26.2K and bringing the position to 666 shares worth $499K. The position accounts for 0.58% of the portfolio, ranked #34.
Ascent Advisors first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,079 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Ascent Advisors held 666 shares of iShares Core S&P 500 ETF worth $499K as of Q2 2026.
- Ascent Advisors bought 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
- iShares Core S&P 500 ETF made up 0.58% of Ascent Advisors's portfolio in Q2 2026, its #34 holding.
- Ascent Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,079 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Ascent Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.