Breakthru Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Breakthru Advisory Services's IVV Position: Q2 2026 in Review
Breakthru Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, selling an estimated $403K and leaving 3,333 shares worth $2.5M. The position accounts for 8.38% of the portfolio, ranked #5.
Breakthru Advisory Services first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.3M in Q3 2025. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Breakthru Advisory Services held 3,333 shares of iShares Core S&P 500 ETF worth $2.5M as of Q2 2026.
- Breakthru Advisory Services sold 553 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $403K.
- iShares Core S&P 500 ETF made up 8.38% of Breakthru Advisory Services's portfolio in Q2 2026, its #5 holding.
- Breakthru Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- Breakthru Advisory Services's iShares Core S&P 500 ETF position peaked at $30.3M in Q3 2025.
- 4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.