Global Assets Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Global Assets Advisory's IVV Position: Q2 2026 in Review

Global Assets Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 5.4% in Q2 2026, buying an estimated $45.1K and bringing the position to 1,211 shares worth $910K. The position accounts for 0.2% of the portfolio, ranked #122.

Global Assets Advisory first reported a position in IVV in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.76M in Q2 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

• Global Assets Advisory held 1,211 shares of iShares Core S&P 500 ETF worth $910K as of Q2 2026.
• Global Assets Advisory bought 62 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $45.1K.
• iShares Core S&P 500 ETF made up 0.2% of Global Assets Advisory's portfolio in Q2 2026, its #122 holding.
• Global Assets Advisory first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 11 quarters since.
• Global Assets Advisory's iShares Core S&P 500 ETF position peaked at $1.76M in Q2 2024.
• 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.