Financial Services Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Financial Services Advisory's IVV Position: Q2 2026 in Review
Financial Services Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 100% in Q2 2026, buying an estimated $20.8M and bringing the position to 57,199 shares worth $42.8M. The position accounts for 10.73% of the portfolio, ranked #2.
Financial Services Advisory first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Financial Services Advisory held 57,199 shares of iShares Core S&P 500 ETF worth $42.8M as of Q2 2026.
- Financial Services Advisory bought 28,552 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.8M.
- iShares Core S&P 500 ETF made up 10.73% of Financial Services Advisory's portfolio in Q2 2026, its #2 holding.
- Financial Services Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.