M3 Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

M3 Advisory Group's IVV Position: Q2 2026 in Review

M3 Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.32% in Q2 2026, buying an estimated $19.7K and bringing the position to 8,435 shares worth $6.32M. The position accounts for 3.28% of the portfolio, ranked #7.

M3 Advisory Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

• M3 Advisory Group held 8,435 shares of iShares Core S&P 500 ETF worth $6.32M as of Q2 2026.
• M3 Advisory Group bought 27 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.7K.
• iShares Core S&P 500 ETF made up 3.28% of M3 Advisory Group's portfolio in Q2 2026, its #7 holding.
• M3 Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
• 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.