DB&C 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
$222K Buy
+296
New +$216K 0.24% 72
2026
Q1
Sell
-297
Closed -$204K 69
2025
Q4
$204K Buy
+297
New +$202K 0.26% 67

Other funds holding IVV

DB&C Advisors's IVV Position: Q2 2026 in Review

DB&C Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 296 shares worth $222K. The stake represents 0.24% of the portfolio and ranks #72 among its holdings. This is a return to the name: DB&C Advisors previously reported a position in IVV as recently as Q4 2025.

DB&C Advisors first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 4,092 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • DB&C Advisors held 296 shares of iShares Core S&P 500 ETF worth $222K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new DB&C Advisors position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.24% of DB&C Advisors's portfolio in Q2 2026, its #72 holding.
  • DB&C Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 4,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.