Daybright Advisory Services’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
$60.8M Sell
80,974
-496
-0.6% -$361K 14.5% 1
2026
Q1
$53.2M Buy
81,470
+919
+1% +$628K 14.73% 1
2025
Q4
$55.2M Buy
+80,551
New +$54.7M 14.72% 1

Other funds holding IVV

Daybright Advisory Services's IVV Position: Q2 2026 in Review

Daybright Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.61% in Q2 2026, selling an estimated $361K and leaving 80,974 shares worth $60.8M. The position accounts for 14.5% of the portfolio, ranked #1.

Daybright Advisory Services 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.

  • Daybright Advisory Services held 80,974 shares of iShares Core S&P 500 ETF worth $60.8M as of Q2 2026.
  • Daybright Advisory Services sold 496 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $361K.
  • iShares Core S&P 500 ETF made up 14.5% of Daybright Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Daybright Advisory Services 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 Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.