Gutierrez Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Gutierrez Wealth Advisory's IVV Position: Q2 2026 in Review
Gutierrez Wealth Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,451 shares worth $1.09M. The position accounts for 0.63% of the portfolio, ranked #22.
Gutierrez Wealth Advisory first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Gutierrez Wealth Advisory held 1,451 shares of iShares Core S&P 500 ETF worth $1.09M as of Q2 2026.
- Gutierrez Wealth Advisory bought 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
- iShares Core S&P 500 ETF made up 0.63% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #22 holding.
- Gutierrez Wealth Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.