Breakthru Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Breakthru Advisory Services's IVV Position: Q1 2026 in Review
Breakthru Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 90% in Q1 2026, selling an estimated $24.3M and leaving 3,886 shares worth $2.54M. The position accounts for 4.07% of the portfolio, ranked #7.
Breakthru Advisory Services first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.3M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Breakthru Advisory Services held 3,886 shares of iShares Core S&P 500 ETF worth $2.54M as of Q1 2026.
- Breakthru Advisory Services sold 35,558 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $24.3M.
- iShares Core S&P 500 ETF made up 4.07% of Breakthru Advisory Services's portfolio in Q1 2026, its #7 holding.
- Breakthru Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- Breakthru Advisory Services's iShares Core S&P 500 ETF position peaked at $30.3M in Q3 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.