Primoris Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Primoris Wealth Advisors's IVV Position: Q2 2026 in Review
Primoris Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, buying an estimated $36.4K and bringing the position to 786 shares worth $589K. The position accounts for 0.27% of the portfolio, ranked #67.
Primoris Wealth Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Primoris Wealth Advisors held 786 shares of iShares Core S&P 500 ETF worth $589K as of Q2 2026.
- Primoris Wealth Advisors bought 50 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $36.4K.
- iShares Core S&P 500 ETF made up 0.27% of Primoris Wealth Advisors's portfolio in Q2 2026, its #67 holding.
- Primoris Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.