Diversify Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Diversify Advisory Services's IVV Position: Q1 2026 in Review
Diversify Advisory Services sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 42,774 shares — an estimated $29.7M sold.
Diversify Advisory Services first reported a position in IVV in Q1 2024 and held it in 8 quarters. The position peaked at $29.7M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Diversify Advisory Services reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
- Diversify Advisory Services sold 42,774 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $29.7M.
- Diversify Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2024 and held it in 8 quarters.
- Diversify Advisory Services's iShares Core S&P 500 ETF position peaked at $29.7M in Q4 2025.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.