Midland Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Midland Wealth Advisors's IVV Position: Q2 2026 in Review
Midland Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, buying an estimated $4.99M and bringing the position to 554,879 shares worth $416M. The position accounts for 19.53% of the portfolio, ranked #1.
Midland Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Midland Wealth Advisors held 554,879 shares of iShares Core S&P 500 ETF worth $416M as of Q2 2026.
- Midland Wealth Advisors bought 6,850 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.99M.
- iShares Core S&P 500 ETF made up 19.53% of Midland Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- Midland Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.