Independent Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Independent Wealth Advisors's IVV Position: Q2 2026 in Review
Independent Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q2 2026, buying an estimated $728 and bringing the position to 455 shares worth $341K. The position accounts for 0.31% of the portfolio, ranked #56.
Independent Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Independent Wealth Advisors held 455 shares of iShares Core S&P 500 ETF worth $341K as of Q2 2026.
- Independent Wealth Advisors bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
- iShares Core S&P 500 ETF made up 0.31% of Independent Wealth Advisors's portfolio in Q2 2026, its #56 holding.
- Independent Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.