Financial Security Advisor’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Financial Security Advisor's IVV Position: Q2 2026 in Review
Financial Security Advisor increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $13.1K and bringing the position to 929 shares worth $695K. The position accounts for 0.11% of the portfolio, ranked #82.
Financial Security Advisor first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Financial Security Advisor held 929 shares of iShares Core S&P 500 ETF worth $695K as of Q2 2026.
- Financial Security Advisor bought 18 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.1K.
- iShares Core S&P 500 ETF made up 0.11% of Financial Security Advisor's portfolio in Q2 2026, its #82 holding.
- Financial Security Advisor first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.