Pacific Excel Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Pacific Excel Wealth Advisors's IVV Position: Q2 2026 in Review
Pacific Excel Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 234% in Q2 2026, buying an estimated $4.04M and bringing the position to 7,931 shares worth $5.94M. The position accounts for 2.3% of the portfolio, ranked #11.
Pacific Excel Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,092 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Pacific Excel Wealth Advisors held 7,931 shares of iShares Core S&P 500 ETF worth $5.94M as of Q2 2026.
- Pacific Excel Wealth Advisors bought 5,553 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.04M.
- iShares Core S&P 500 ETF made up 2.3% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #11 holding.
- Pacific Excel Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.