M3 Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
M3 Advisory Group's IVV Position: Q1 2026 in Review
M3 Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q1 2026, buying an estimated $17.8K and bringing the position to 8,408 shares worth $5.49M. The position accounts for 3.39% of the portfolio, ranked #7.
M3 Advisory Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.74M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- M3 Advisory Group held 8,408 shares of iShares Core S&P 500 ETF worth $5.49M as of Q1 2026.
- M3 Advisory Group bought 26 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $17.8K.
- iShares Core S&P 500 ETF made up 3.39% of M3 Advisory Group's portfolio in Q1 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 10 quarters since.
- M3 Advisory Group's iShares Core S&P 500 ETF position peaked at $5.74M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.