Elevation Capital Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-8,391
Closed -$5.75M 76
2025
Q4
$5.75M Buy
+8,391
New +$5.7M 2.35% 15
2024
Q4
Sell
-534
Closed -$308K 65
2024
Q3
$308K Buy
+534
New +$297K 0.14% 49

Other funds holding IVV

Elevation Capital Advisory's IVV Position: Q1 2026 in Review

Elevation Capital Advisory sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 8,391 shares — an estimated $5.75M sold.

Elevation Capital Advisory first reported a position in IVV in Q3 2024 and held it in 2 quarters. The position peaked at $5.75M in Q4 2025. 3,997 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Elevation Capital Advisory reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 8,391 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.75M.
  • Elevation Capital Advisory first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 2 quarters.
  • Elevation Capital Advisory's iShares Core S&P 500 ETF position peaked at $5.75M in Q4 2025.
  • 3,997 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.