Elevation Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Elevation Advisory Partners's IVV Position: Q2 2026 in Review
Elevation Advisory Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 46% in Q2 2026, selling an estimated $240K and leaving 390 shares worth $291K. The position accounts for 0.3% of the portfolio, ranked #39.
Elevation Advisory Partners first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $502K in Q1 2026. 4,082 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Elevation Advisory Partners held 390 shares of iShares Core S&P 500 ETF worth $291K as of Q2 2026.
- Elevation Advisory Partners sold 329 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $240K.
- iShares Core S&P 500 ETF made up 0.3% of Elevation Advisory Partners's portfolio in Q2 2026, its #39 holding.
- Elevation Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- Elevation Advisory Partners's iShares Core S&P 500 ETF position peaked at $502K in Q1 2026.
- 4,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.