COFG Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
COFG Advisors's IVV Position: Q2 2026 in Review
COFG Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q2 2026, selling an estimated $424K and leaving 13,732 shares worth $10.3M. The position accounts for 1.78% of the portfolio, ranked #12.
COFG 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.
- COFG Advisors held 13,732 shares of iShares Core S&P 500 ETF worth $10.3M as of Q2 2026.
- COFG Advisors sold 582 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $424K.
- iShares Core S&P 500 ETF made up 1.78% of COFG Advisors's portfolio in Q2 2026, its #12 holding.
- COFG 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 COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.