Powers Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.59M Buy
2,432
+278
+13% +$190K 0.56% 33
2025
Q4
$1.48M Buy
2,154
+589
+38% +$400K 0.56% 33
2025
Q3
$1.05M Buy
1,565
+87
+6% +$56K 0.42% 40
2025
Q2
$917K Hold
1,478
0.4% 42
2025
Q1
$830K Buy
1,478
+214
+17% +$126K 0.4% 46
2024
Q4
$744K Buy
1,264
+376
+42% +$223K 0.37% 44
2024
Q3
$512K Buy
888
+20
+2% +$11.1K 0.26% 60
2024
Q2
$475K Buy
+868
New +$456K 0.26% 60

Other funds holding IVV

Powers Advisory Group's IVV Position: Q1 2026 in Review

Powers Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, buying an estimated $190K and bringing the position to 2,432 shares worth $1.59M. The position accounts for 0.56% of the portfolio, ranked #33.

Powers Advisory Group first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Powers Advisory Group held 2,432 shares of iShares Core S&P 500 ETF worth $1.59M as of Q1 2026.
  • Powers Advisory Group bought 278 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $190K.
  • iShares Core S&P 500 ETF made up 0.56% of Powers Advisory Group's portfolio in Q1 2026, its #33 holding.
  • Powers Advisory Group first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.