CFIA
IVV icon

Cantor Fitzgerald Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cantor Fitzgerald Investment Advisors’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 		$76.9M Buy
102,622
+1,541
+2% +$1.12M 5.18% 2
2026
Q1 		$66M Sell
101,081
-1,340
-1% -$915K 4.87% 2
2025
Q4 		$70.2M Sell
102,421
-953
-0.9% -$647K 5.2% 1
2025
Q3 		$69.2M Buy
103,374
+1,829
+2% +$1.18M 4.7% 1
2025
Q2 		$63M Buy
101,545
+611
+0.6% +$351K 4.46% 1
2025
Q1 		$56.7M Buy
100,934
+3,629
+4% +$2.14M 4.13% 1
2024
Q4 		$57.3M Buy
97,305
+7,718
+9% +$4.57M 3.97% 1
2024
Q3 		$51.7M Buy
89,587
+28,647
+47% +$15.9M 3.51% 2
2024
Q2 		$33.3M Sell
60,940
-3,512
-5% -$1.85M 2.57% 5
2024
Q1 		$33.9M Sell
64,452
-976
-1% -$488K 2.52% 5
2023
Q4 		$31.3M Buy
+65,428
New +$29.3M 2.42% 6
2022
Q1 		$95.4M Sell
210,328
-12,783
-6% -$5.72M 4.26% 1
2021
Q4 		$106M Buy
223,111
+6,040
+3% +$2.78M 6.45% 1
2021
Q3 		$93.5M Sell
217,071
-10,592
-5% -$4.69M 6.92% 1
2021
Q2 		$97.9M Buy
227,663
+17,481
+8% +$7.32M 7.2% 1
2021
Q1 		$78.9M Sell
210,182
-567
-0.3% -$220K 11.22% 2
2020
Q4 		$79.1M Buy
210,749
+7,318
+4% +$2.6M 11.24% 2
2020
Q3 		$63M Sell
203,431
-358
-0.2% -$119K 10.3% 2
2020
Q2 		$63.1M Buy
203,789
+5,372
+3% +$1.58M 10.31% 2
2020
Q1 		$51.3M Buy
198,417
+65,849
+50% +$20.2M 9.41% 2
2019
Q4 		$42.9M Buy
132,568
+4,888
+4% +$1.51M 6.69% 5
2019
Q3 		$38.1M Buy
127,680
+35,958
+39% +$10.7M 6.21% 6
2019
Q2 		$27M Buy
91,722
+10,862
+13% +$3.15M 4.23% 9
2019
Q1 		$23M Buy
80,860
+4,403
+6% +$1.2M 3.65% 9
2018
Q4 		$19.2M Sell
76,457
-15,269
-17% -$4.15M 3.18% 13
2018
Q3 		$26.9M Buy
91,726
+442
+0.5% +$127K 3.39% 9
2018
Q2 		$24.9M Buy
91,284
+1,708
+2% +$465K 3.02% 11
2018
Q1 		$23.8M Buy
89,576
+1,051
+1% +$289K 2.83% 12
2017
Q4 		$23.8M Buy
88,525
+4,399
+5% +$1.15M 2.86% 13
2017
Q3 		$21.3M Buy
84,126
+13,224
+19% +$3.28M 2.58% 14
2017
Q2 		$17.3M Buy
+70,902
New +$17.1M 2.13% 16

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Cantor Fitzgerald Investment Advisors's IVV Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, buying an estimated $1.12M and bringing the position to 102,622 shares worth $76.9M. The position accounts for 5.18% of the portfolio, ranked #2.

Cantor Fitzgerald Investment Advisors first reported a position in IVV in Q2 2017 and has held it in 31 quarters since. The position peaked at $106M in Q4 2021. 1,890 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 102,622 shares of iShares Core S&P 500 ETF worth $76.9M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors bought 1,541 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.12M.
  • iShares Core S&P 500 ETF made up 5.18% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 31 quarters since.
  • Cantor Fitzgerald Investment Advisors's iShares Core S&P 500 ETF position peaked at $106M in Q4 2021.
  • 1,890 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.