OneAscent Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
OneAscent Family Office's IVV Position: Q1 2026 in Review
OneAscent Family Office held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 758 shares worth $495K. The position accounts for 0.35% of the portfolio, ranked #71.
OneAscent Family Office first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $519K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- OneAscent Family Office held 758 shares of iShares Core S&P 500 ETF worth $495K as of Q1 2026.
- OneAscent Family Office left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 0.35% of OneAscent Family Office's portfolio in Q1 2026, its #71 holding.
- OneAscent Family Office first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
- OneAscent Family Office's iShares Core S&P 500 ETF position peaked at $519K in Q4 2025.
- 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.