Plum Street Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Plum Street Advisors's IVV Position: Q2 2026 in Review
Plum Street Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, selling an estimated $691K and leaving 5,480 shares worth $4.1M. The position accounts for 1.31% of the portfolio, ranked #21.
Plum Street Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.59M in Q4 2025. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Plum Street Advisors held 5,480 shares of iShares Core S&P 500 ETF worth $4.1M as of Q2 2026.
- Plum Street Advisors sold 949 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $691K.
- iShares Core S&P 500 ETF made up 1.31% of Plum Street Advisors's portfolio in Q2 2026, its #21 holding.
- Plum Street Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- Plum Street Advisors's iShares Core S&P 500 ETF position peaked at $4.59M in Q4 2025.
- 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.