Fullerton 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
$486K Buy
649
+2
+0.3% +$1.46K 0.45% 33
2026
Q1
$423K Buy
647
+2
+0.3% +$1.37K 0.44% 35
2025
Q4
$442K Buy
+645
New +$438K 0.44% 39

Other funds holding IVV

Fullerton Advisors's IVV Position: Q2 2026 in Review

Fullerton Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q2 2026, buying an estimated $1.46K and bringing the position to 649 shares worth $486K. The position accounts for 0.45% of the portfolio, ranked #33.

Fullerton Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fullerton Advisors held 649 shares of iShares Core S&P 500 ETF worth $486K as of Q2 2026.
  • Fullerton Advisors bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Core S&P 500 ETF made up 0.45% of Fullerton Advisors's portfolio in Q2 2026, its #33 holding.
  • Fullerton Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fullerton Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.