Emergent Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Emergent Wealth Advisors's IVV Position: Q2 2026 in Review
Emergent Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, buying an estimated $564K and bringing the position to 35,792 shares worth $26.5M. The position accounts for 13.8% of the portfolio, ranked #1.
Emergent Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Emergent Wealth Advisors held 35,792 shares of iShares Core S&P 500 ETF worth $26.5M as of Q2 2026.
- Emergent Wealth Advisors bought 775 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $564K.
- iShares Core S&P 500 ETF made up 13.8% of Emergent Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- Emergent Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.