Cedar Mountain Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cedar Mountain 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	$227K	Buy	303 +34	+13%	+$24.8K	0.04%	67
2026 Q1	$176K	Buy	269 +1	+0.4%	+$683	0.03%	70
2025 Q4	$184K	Buy	268 +1	+0.4%	+$679	0.04%	67
2025 Q3	$179K	Hold	267	–	–	0.03%	67
2025 Q2	$166K	Buy	267 +1	+0.4%	+$574	0.03%	61
2025 Q1	$149K	Sell	266 -152	-36%	-$89.8K	0.03%	60
2024 Q4	$246K	Buy	+418	New	+$247K	0.05%	53

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Cedar Mountain Advisors's IVV Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $24.8K and bringing the position to 303 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #67.

Cedar Mountain Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $246K in Q4 2024. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cedar Mountain Advisors held 303 shares of iShares Core S&P 500 ETF worth $227K as of Q2 2026.
Cedar Mountain Advisors bought 34 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24.8K.
iShares Core S&P 500 ETF made up 0.04% of Cedar Mountain Advisors's portfolio in Q2 2026, its #67 holding.
Cedar Mountain Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Cedar Mountain Advisors's iShares Core S&P 500 ETF position peaked at $246K in Q4 2024.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.