Diversify Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Diversify Advisory Services's IVV Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 128,359 shares worth $95.3M. The stake represents 1.59% of the portfolio and ranks #6 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IVV as recently as Q4 2025.
Diversify Advisory Services first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Diversify Advisory Services held 128,359 shares of iShares Core S&P 500 ETF worth $95.3M as of Q2 2026.
- iShares Core S&P 500 ETF was a new Diversify Advisory Services position in Q2 2026.
- iShares Core S&P 500 ETF made up 1.59% of Diversify Advisory Services's portfolio in Q2 2026, its #6 holding.
- Diversify Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.