Constant Guidance Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$381K Buy
509
+6
+1% +$4.37K 0.24% 56
2026
Q1
$329K Buy
+503
New +$343K 0.23% 33
2025
Q4
Sell
-522
Closed -$349K 53
2025
Q3
$349K Buy
+522
New +$336K 0.28% 34
2025
Q1
Sell
-522
Closed -$307K 37
2024
Q4
$307K Buy
522
+25
+5% +$14.8K 0.26% 34
2024
Q3
$237K Sell
497
-26
-5% -$14.5K 0.19% 30
2024
Q2
$286K Buy
523
+26
+5% +$13.7K 0.3% 25
2024
Q1
$257K Hold
497
0.24% 43
2023
Q4
$237K Buy
+497
New +$222K 0.24% 27

Other funds holding IVV

Constant Guidance Financial's IVV Position: Q2 2026 in Review

Constant Guidance Financial increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, buying an estimated $4.37K and bringing the position to 509 shares worth $381K. The position accounts for 0.24% of the portfolio, ranked #56.

Constant Guidance Financial first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Constant Guidance Financial held 509 shares of iShares Core S&P 500 ETF worth $381K as of Q2 2026.
  • Constant Guidance Financial bought 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
  • iShares Core S&P 500 ETF made up 0.24% of Constant Guidance Financial's portfolio in Q2 2026, its #56 holding.
  • Constant Guidance Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.