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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.89M Buy
4,430
+17
+0.4% +$11.6K 1.01% 25
2025
Q4
$3.03M Sell
4,413
-41
-0.9% -$27.8K 1.18% 22
2025
Q3
$2.98M Buy
4,454
+49
+1% +$31.6K 1.28% 19
2025
Q2
$2.82M Buy
4,405
+413
+10% +$237K 1.33% 17
2025
Q1
$2.24M Buy
3,992
+25
+0.6% +$14.8K 1.29% 17
2024
Q4
$2.34M Buy
3,967
+135
+4% +$79.9K 1.38% 18
2024
Q3
$2.21M Buy
3,832
+198
+5% +$110K 1.39% 15
2024
Q2
$2.05M Buy
3,634
+537
+17% +$282K 1.39% 15
2024
Q1
$1.63M Buy
3,097
+2,377
+330% +$1.19M 1.18% 17
2023
Q4
$342K Buy
+720
New +$322K 0.29% 72

Other funds holding IVV

Mayfair Advisory Group's IVV Position: Q1 2026 in Review

Mayfair Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.39% in Q1 2026, buying an estimated $11.6K and bringing the position to 4,430 shares worth $2.89M. The position accounts for 1.01% of the portfolio, ranked #25.

Mayfair Advisory Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.03M in Q4 2025. 3,987 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Mayfair Advisory Group held 4,430 shares of iShares Core S&P 500 ETF worth $2.89M as of Q1 2026.
  • Mayfair Advisory Group bought 17 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $11.6K.
  • iShares Core S&P 500 ETF made up 1.01% of Mayfair Advisory Group's portfolio in Q1 2026, its #25 holding.
  • Mayfair Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Mayfair Advisory Group's iShares Core S&P 500 ETF position peaked at $3.03M in Q4 2025.
  • 3,987 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.