Ducere Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Ducere Wealth Management's IVV Position: Q2 2026 in Review
Ducere Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q2 2026, buying an estimated $4.03M and bringing the position to 36,527 shares worth $27.4M. The position accounts for 8.23% of the portfolio, ranked #1.
Ducere Wealth Management 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.
- Ducere Wealth Management held 36,527 shares of iShares Core S&P 500 ETF worth $27.4M as of Q2 2026.
- Ducere Wealth Management bought 5,536 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.03M.
- iShares Core S&P 500 ETF made up 8.23% of Ducere Wealth Management's portfolio in Q2 2026, its #1 holding.
- Ducere Wealth Management 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 Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.