Providence Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Providence Financial Advisors's IVV Position: Q2 2026 in Review
Providence Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q2 2026, buying an estimated $710K and bringing the position to 34,810 shares worth $26.1M. The position accounts for 14.83% of the portfolio, ranked #2.
Providence Financial Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Providence Financial Advisors held 34,810 shares of iShares Core S&P 500 ETF worth $26.1M as of Q2 2026.
- Providence Financial Advisors bought 975 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $710K.
- iShares Core S&P 500 ETF made up 14.83% of Providence Financial Advisors's portfolio in Q2 2026, its #2 holding.
- Providence Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.