Perspective Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Perspective Wealth Advisors's IVV Position: Q2 2026 in Review
Perspective Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q2 2026, buying an estimated $420K and bringing the position to 9,378 shares worth $7.02M. The position accounts for 3.86% of the portfolio, ranked #8.
Perspective Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Perspective Wealth Advisors held 9,378 shares of iShares Core S&P 500 ETF worth $7.02M as of Q2 2026.
- Perspective Wealth Advisors bought 577 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $420K.
- iShares Core S&P 500 ETF made up 3.86% of Perspective Wealth Advisors's portfolio in Q2 2026, its #8 holding.
- Perspective Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.