Madson Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Madson Wealth Advisors's IVV Position: Q2 2026 in Review
Madson Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, selling an estimated $918K and leaving 7,820 shares worth $5.86M. The position accounts for 3.98% of the portfolio, ranked #8.
Madson Wealth Advisors first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.93M in Q1 2026. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Madson Wealth Advisors held 7,820 shares of iShares Core S&P 500 ETF worth $5.86M as of Q2 2026.
- Madson Wealth Advisors sold 1,261 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $918K.
- iShares Core S&P 500 ETF made up 3.98% of Madson Wealth Advisors's portfolio in Q2 2026, its #8 holding.
- Madson Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- Madson Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.93M in Q1 2026.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.