Herold Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Herold Advisors's IVV Position: Q2 2026 in Review
Herold Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $10.9K and leaving 778 shares worth $581K. The position accounts for 0.11% of the portfolio, ranked #166.
Herold Advisors first reported a position in IVV in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.63M in Q2 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Herold Advisors held 778 shares of iShares Core S&P 500 ETF worth $581K as of Q2 2026.
- Herold Advisors sold 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
- iShares Core S&P 500 ETF made up 0.11% of Herold Advisors's portfolio in Q2 2026, its #166 holding.
- Herold Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 14 quarters since.
- Herold Advisors's iShares Core S&P 500 ETF position peaked at $1.63M in Q2 2024.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.