Fedenia Advisers’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
Q2
$2.68M Buy
3,585
+1,094
+44% +$797K 0.64% 34
2026
Q1
$1.63M Sell
2,491
-2,693
-52% -$1.84M 1.21% 17
2025
Q4
$3.55M Buy
5,184
+933
+22% +$634K 1.36% 17
2025
Q3
$2.85M Buy
4,251
+1,819
+75% +$1.17M 1.13% 18
2025
Q2
$1.51M Sell
2,432
-2,430
-50% -$1.4M 0.71% 38
2025
Q1
$2.73M Sell
4,862
-905
-16% -$534K 1.78% 14
2024
Q4
$3.39M Buy
+5,767
New +$3.41M 1.99% 10

Other funds holding IVV

Fedenia Advisers's IVV Position: Q2 2026 in Review

Fedenia Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 44% in Q2 2026, buying an estimated $797K and bringing the position to 3,585 shares worth $2.68M. The position accounts for 0.64% of the portfolio, ranked #34.

Fedenia Advisers first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.55M in Q4 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fedenia Advisers held 3,585 shares of iShares Core S&P 500 ETF worth $2.68M as of Q2 2026.
  • Fedenia Advisers bought 1,094 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $797K.
  • iShares Core S&P 500 ETF made up 0.64% of Fedenia Advisers's portfolio in Q2 2026, its #34 holding.
  • Fedenia Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Fedenia Advisers's iShares Core S&P 500 ETF position peaked at $3.55M in Q4 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.