FSA Advisors’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
$514K Buy
686
+13
+2% +$9.47K 0.24% 116
2026
Q1
$439K Buy
+673
New +$460K 0.29% 105
2025
Q2
Sell
-665
Closed -$374K 190
2025
Q1
$374K Buy
665
+155
+30% +$91.5K 0.3% 109
2024
Q4
$301K Sell
510
-181
-26% -$107K 0.37% 95
2024
Q3
$382K Buy
691
+80
+13% +$44.5K 0.38% 81
2024
Q2
$324K Sell
611
-17
-3% -$8.94K 0.34% 89
2024
Q1
$330K Sell
628
-37
-6% -$18.5K 0.35% 81
2023
Q4
$318K Buy
+665
New +$298K 0.39% 76

Other funds holding IVV

FSA Advisors's IVV Position: Q2 2026 in Review

FSA Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, buying an estimated $9.47K and bringing the position to 686 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #116.

FSA Advisors first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • FSA Advisors held 686 shares of iShares Core S&P 500 ETF worth $514K as of Q2 2026.
  • FSA Advisors bought 13 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.47K.
  • iShares Core S&P 500 ETF made up 0.24% of FSA Advisors's portfolio in Q2 2026, its #116 holding.
  • FSA Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.