CM Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
CM Wealth Advisors's IVV Position: Q2 2026 in Review
CM Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 9.5% in Q2 2026, buying an estimated $6.21M and bringing the position to 98,618 shares worth $73.9M. The position accounts for 13.32% of the portfolio, ranked #2.
CM Wealth Advisors first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.49B in Q3 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- CM Wealth Advisors held 98,618 shares of iShares Core S&P 500 ETF worth $73.9M as of Q2 2026.
- CM Wealth Advisors bought 8,528 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.21M.
- iShares Core S&P 500 ETF made up 13.32% of CM Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- CM Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
- CM Wealth Advisors's iShares Core S&P 500 ETF position peaked at $2.49B in Q3 2022.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.