Avise Financial Cooperative’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Avise Financial Cooperative's IVV Position: Q2 2026 in Review
Avise Financial Cooperative increased its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, buying an estimated $295K and bringing the position to 11,714 shares worth $8.77M. The position accounts for 6.22% of the portfolio, ranked #1.
Avise Financial Cooperative first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Avise Financial Cooperative held 11,714 shares of iShares Core S&P 500 ETF worth $8.77M as of Q2 2026.
- Avise Financial Cooperative bought 405 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $295K.
- iShares Core S&P 500 ETF made up 6.22% of Avise Financial Cooperative's portfolio in Q2 2026, its #1 holding.
- Avise Financial Cooperative first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.