Eagle Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Eagle Wealth Advisors's IVV Position: Q2 2026 in Review
Eagle Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $55.3K and bringing the position to 610 shares worth $457K. The position accounts for 0.35% of the portfolio, ranked #64.
Eagle Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Eagle Wealth Advisors held 610 shares of iShares Core S&P 500 ETF worth $457K as of Q2 2026.
- Eagle Wealth Advisors bought 76 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $55.3K.
- iShares Core S&P 500 ETF made up 0.35% of Eagle Wealth Advisors's portfolio in Q2 2026, its #64 holding.
- Eagle Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.