Collier Financial’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Collier Financial's IVV Position: Q2 2026 in Review
Collier Financial increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, buying an estimated $8.01K and bringing the position to 862 shares worth $646K. The position accounts for 0.44% of the portfolio, ranked #24.
Collier Financial first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.78M in Q4 2024. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Collier Financial held 862 shares of iShares Core S&P 500 ETF worth $646K as of Q2 2026.
- Collier Financial bought 11 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.01K.
- iShares Core S&P 500 ETF made up 0.44% of Collier Financial's portfolio in Q2 2026, its #24 holding.
- Collier Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- Collier Financial's iShares Core S&P 500 ETF position peaked at $8.78M in Q4 2024.
- 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.