Plus Group Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Plus Group Wealth Advisors's IVV Position: Q2 2026 in Review
Plus Group Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 53% in Q2 2026, buying an estimated $118K and bringing the position to 470 shares worth $352K. The position accounts for 0.33% of the portfolio, ranked #34.
Plus Group 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.
- Plus Group Wealth Advisors held 470 shares of iShares Core S&P 500 ETF worth $352K as of Q2 2026.
- Plus Group Wealth Advisors bought 162 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $118K.
- iShares Core S&P 500 ETF made up 0.33% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #34 holding.
- Plus Group 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 Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.