Churchill Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Churchill Financial Advisors's IVV Position: Q2 2026 in Review
Churchill Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, buying an estimated $3.72M and bringing the position to 34,653 shares worth $26M. The position accounts for 5% of the portfolio, ranked #3.
Churchill Financial Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,092 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Churchill Financial Advisors held 34,653 shares of iShares Core S&P 500 ETF worth $26M as of Q2 2026.
- Churchill Financial Advisors bought 5,109 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.72M.
- iShares Core S&P 500 ETF made up 5% of Churchill Financial Advisors's portfolio in Q2 2026, its #3 holding.
- Churchill Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.