Coastal Bridge Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Coastal Bridge Advisors's IVV Position: Q2 2026 in Review
Coastal Bridge Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 8.2% in Q2 2026, selling an estimated $149K and leaving 2,284 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #184.
Coastal Bridge Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Coastal Bridge Advisors held 2,284 shares of iShares Core S&P 500 ETF worth $1.71M as of Q2 2026.
- Coastal Bridge Advisors sold 204 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $149K.
- iShares Core S&P 500 ETF made up 0.11% of Coastal Bridge Advisors's portfolio in Q2 2026, its #184 holding.
- Coastal Bridge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.