Avidian Wealth Enterprises’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Avidian Wealth Enterprises's IVV Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $15.8M and bringing the position to 700,246 shares worth $524M. The position accounts for 14.5% of the portfolio, ranked #1.
Avidian Wealth Enterprises first reported a position in IVV in Q1 2017 and has held it in 37 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Avidian Wealth Enterprises held 700,246 shares of iShares Core S&P 500 ETF worth $524M as of Q2 2026.
- Avidian Wealth Enterprises bought 21,652 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.8M.
- iShares Core S&P 500 ETF made up 14.5% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #1 holding.
- Avidian Wealth Enterprises first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 37 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.