Investment Advisory Services Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Investment Advisory Services Group's IVV Position: Q2 2026 in Review
Investment Advisory Services Group reduced its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q2 2026, selling an estimated $2.15M and leaving 36,617 shares worth $27.4M. The position accounts for 20.07% of the portfolio, ranked #1.
Investment Advisory Services Group first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Investment Advisory Services Group held 36,617 shares of iShares Core S&P 500 ETF worth $27.4M as of Q2 2026.
- Investment Advisory Services Group sold 2,955 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.15M.
- iShares Core S&P 500 ETF made up 20.07% of Investment Advisory Services Group's portfolio in Q2 2026, its #1 holding.
- Investment Advisory Services Group first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Investment Advisory Services Group's 13F filing for Q2 2026, filed 29 Jul 2026.