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Copper Harbor Investment Advisors, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Copper Harbor Investment Advisors, LLC’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32M Buy
+8,440
New +$6.15M 1.34% 21

Other funds holding IVV

Wealth Enhancement Advisory Services
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's IVV Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 8,440 shares worth $6.32M. The stake represents 1.34% of the portfolio and ranks #21 among its holdings.

1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 8,440 shares of iShares Core S&P 500 ETF worth $6.32M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • iShares Core S&P 500 ETF made up 1.34% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #21 holding.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.