Elevate Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Elevate Wealth Advisory's IVV Position: Q1 2026 in Review
Elevate Wealth Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 171 shares worth $112K. The position accounts for 0.07% of the portfolio, ranked #83.
Elevate Wealth Advisory first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $185K in Q2 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Elevate Wealth Advisory held 171 shares of iShares Core S&P 500 ETF worth $112K as of Q1 2026.
- Elevate Wealth Advisory left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 0.07% of Elevate Wealth Advisory's portfolio in Q1 2026, its #83 holding.
- Elevate Wealth Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
- Elevate Wealth Advisory's iShares Core S&P 500 ETF position peaked at $185K in Q2 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.