PW Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
PW Advisors's IVV Position: Q2 2026 in Review
PW Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $259K and bringing the position to 11,007 shares worth $8.24M. The position accounts for 5.5% of the portfolio, ranked #5.
PW Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- PW Advisors held 11,007 shares of iShares Core S&P 500 ETF worth $8.24M as of Q2 2026.
- PW Advisors bought 355 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $259K.
- iShares Core S&P 500 ETF made up 5.5% of PW Advisors's portfolio in Q2 2026, its #5 holding.
- PW Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on PW Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.