Blue Zone Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Blue Zone Wealth Advisors's IVV Position: Q2 2026 in Review
Blue Zone Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q2 2026, selling an estimated $37.1K and leaving 462 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #98.
Blue Zone Wealth Advisors first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $773K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Blue Zone Wealth Advisors held 462 shares of iShares Core S&P 500 ETF worth $346K as of Q2 2026.
- Blue Zone Wealth Advisors sold 51 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.1K.
- iShares Core S&P 500 ETF made up 0.06% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #98 holding.
- Blue Zone Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
- Blue Zone Wealth Advisors's iShares Core S&P 500 ETF position peaked at $773K in Q4 2025.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.