Purkiss Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Purkiss Capital Advisors's IVV Position: Q2 2026 in Review
Purkiss Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 8.6% in Q2 2026, buying an estimated $35K and bringing the position to 605 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #106.
Purkiss Capital Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Purkiss Capital Advisors held 605 shares of iShares Core S&P 500 ETF worth $453K as of Q2 2026.
- Purkiss Capital Advisors bought 48 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35K.
- iShares Core S&P 500 ETF made up 0.17% of Purkiss Capital Advisors's portfolio in Q2 2026, its #106 holding.
- Purkiss Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.