Coastal Bridge Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Coastal Bridge Advisors's IVV Position: Q1 2026 in Review
Coastal Bridge Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q1 2026, buying an estimated $304K and bringing the position to 2,488 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #175.
Coastal Bridge Advisors first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Coastal Bridge Advisors held 2,488 shares of iShares Core S&P 500 ETF worth $1.63M as of Q1 2026.
- Coastal Bridge Advisors bought 445 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $304K.
- iShares Core S&P 500 ETF made up 0.11% of Coastal Bridge Advisors's portfolio in Q1 2026, its #175 holding.
- Coastal Bridge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.