Medallion Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Medallion Wealth Advisors's IVV Position: Q1 2026 in Review
Medallion Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q1 2026, buying an estimated $331K and bringing the position to 8,139 shares worth $5.32M. The position accounts for 1.74% of the portfolio, ranked #6.
Medallion Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Medallion Wealth Advisors held 8,139 shares of iShares Core S&P 500 ETF worth $5.32M as of Q1 2026.
- Medallion Wealth Advisors bought 485 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $331K.
- iShares Core S&P 500 ETF made up 1.74% of Medallion Wealth Advisors's portfolio in Q1 2026, its #6 holding.
- Medallion Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.