Elevate Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Elevate Wealth Advisory's IVV Position: Q2 2026 in Review
Elevate Wealth Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 171 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #88.
Elevate Wealth Advisory first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $185K in Q2 2025. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Elevate Wealth Advisory held 171 shares of iShares Core S&P 500 ETF worth $128K as of Q2 2026.
- Elevate Wealth Advisory left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.07% of Elevate Wealth Advisory's portfolio in Q2 2026, its #88 holding.
- Elevate Wealth Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- Elevate Wealth Advisory's iShares Core S&P 500 ETF position peaked at $185K in Q2 2025.
- 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.