Cypress Capital 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
$15.6M Buy
20,771
+184
+0.9% +$134K 6.39% 3
2026
Q1
$13.4M Buy
20,587
+20
+0.1% +$13.7K 7.29% 3
2025
Q4
$14.1M Sell
20,567
-1,681
-8% -$1.14M 7.56% 2
2025
Q3
$14.9M Buy
22,248
+1,843
+9% +$1.19M 8.48% 2
2025
Q2
$12.7M Buy
20,405
+3,067
+18% +$1.76M 7.93% 2
2025
Q1
$9.74M Buy
17,338
+3,546
+26% +$2.09M 6.77% 3
2024
Q4
$8.12M Buy
+13,792
New +$8.16M 6.36% 4

Other funds holding IVV

Cypress Capital Advisors's IVV Position: Q2 2026 in Review

Cypress Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q2 2026, buying an estimated $134K and bringing the position to 20,771 shares worth $15.6M. The position accounts for 6.39% of the portfolio, ranked #3.

Cypress Capital Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cypress Capital Advisors held 20,771 shares of iShares Core S&P 500 ETF worth $15.6M as of Q2 2026.
  • Cypress Capital Advisors bought 184 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $134K.
  • iShares Core S&P 500 ETF made up 6.39% of Cypress Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Cypress Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.