Crusonia Wealth Advisors’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
$5.59M Buy
7,464
+4,470
+149% +$3.26M 0.92% 23
2026
Q1
$1.96M Buy
2,994
+11
+0.4% +$7.51K 0.4% 48
2025
Q4
$2.04M Buy
+2,983
New +$2.03M 0.45% 46

Other funds holding IVV

Crusonia Wealth Advisors's IVV Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 149% in Q2 2026, buying an estimated $3.26M and bringing the position to 7,464 shares worth $5.59M. The position accounts for 0.92% of the portfolio, ranked #23.

Crusonia Wealth 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.

  • Crusonia Wealth Advisors held 7,464 shares of iShares Core S&P 500 ETF worth $5.59M as of Q2 2026.
  • Crusonia Wealth Advisors bought 4,470 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.26M.
  • iShares Core S&P 500 ETF made up 0.92% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Crusonia Wealth 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 Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.