Excelsior Advisor Network’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Excelsior Advisor Network's IVV Position: Q2 2026 in Review
Excelsior Advisor Network increased its iShares Core S&P 500 ETF (IVV) stake by 106% in Q2 2026, buying an estimated $393K and bringing the position to 1,050 shares worth $786K. The position accounts for 0.1% of the portfolio, ranked #192.
Excelsior Advisor Network first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Excelsior Advisor Network held 1,050 shares of iShares Core S&P 500 ETF worth $786K as of Q2 2026.
- Excelsior Advisor Network bought 540 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $393K.
- iShares Core S&P 500 ETF made up 0.1% of Excelsior Advisor Network's portfolio in Q2 2026, its #192 holding.
- Excelsior Advisor Network first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.