North Ridge Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
North Ridge Wealth Advisors's IVV Position: Q1 2026 in Review
North Ridge Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q1 2026, buying an estimated $38.2K and bringing the position to 236 shares worth $154K. The position accounts for 0.09% of the portfolio, ranked #53.
North Ridge Wealth Advisors first reported a position in IVV in Q1 2023 and has held it in 7 quarters since. The position peaked at $296K in Q1 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- North Ridge Wealth Advisors held 236 shares of iShares Core S&P 500 ETF worth $154K as of Q1 2026.
- North Ridge Wealth Advisors bought 56 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $38.2K.
- iShares Core S&P 500 ETF made up 0.09% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #53 holding.
- North Ridge Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 7 quarters since.
- North Ridge Wealth Advisors's iShares Core S&P 500 ETF position peaked at $296K in Q1 2023.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.