Bitterroot Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Bitterroot Capital Advisors's IVV Position: Q2 2026 in Review
Bitterroot Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.19% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,611 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #14.
Bitterroot Capital Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Bitterroot Capital Advisors held 1,611 shares of iShares Core S&P 500 ETF worth $1.21M as of Q2 2026.
- Bitterroot Capital Advisors bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
- iShares Core S&P 500 ETF made up 0.73% of Bitterroot Capital Advisors's portfolio in Q2 2026, its #14 holding.
- Bitterroot Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Bitterroot Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.