Northern Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Northern Financial Advisors's IVV Position: Q2 2026 in Review
Northern Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 409 shares worth $306K. The position accounts for 0.2% of the portfolio, ranked #92.
Northern Financial Advisors first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Northern Financial Advisors held 409 shares of iShares Core S&P 500 ETF worth $306K as of Q2 2026.
- Northern Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.2% of Northern Financial Advisors's portfolio in Q2 2026, its #92 holding.
- Northern Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.