Orographic Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Orographic Financial Advisors's IVV Position: Q2 2026 in Review
Orographic Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q2 2026, selling an estimated $21.8K and leaving 961 shares worth $745K. The position accounts for 0.49% of the portfolio, ranked #56.
Orographic Financial Advisors first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Orographic Financial Advisors held 961 shares of iShares Core S&P 500 ETF worth $745K as of Q2 2026.
- Orographic Financial Advisors sold 30 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.8K.
- iShares Core S&P 500 ETF made up 0.49% of Orographic Financial Advisors's portfolio in Q2 2026, its #56 holding.
- Orographic Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.