Elevation Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Elevation Wealth Management's IVV Position: Q2 2026 in Review
Elevation Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 37% in Q2 2026, buying an estimated $354K and bringing the position to 1,788 shares worth $1.34M. The position accounts for 1% of the portfolio, ranked #22.
Elevation Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Elevation Wealth Management held 1,788 shares of iShares Core S&P 500 ETF worth $1.34M as of Q2 2026.
- Elevation Wealth Management bought 486 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $354K.
- iShares Core S&P 500 ETF made up 1% of Elevation Wealth Management's portfolio in Q2 2026, its #22 holding.
- Elevation Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.