Reicon Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Reicon Wealth Advisors's IVV Position: Q2 2026 in Review
Reicon Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 111% in Q2 2026, buying an estimated $1.09M and bringing the position to 2,847 shares worth $2.13M. The position accounts for 1.31% of the portfolio, ranked #10.
Reicon Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Reicon Wealth Advisors held 2,847 shares of iShares Core S&P 500 ETF worth $2.13M as of Q2 2026.
- Reicon Wealth Advisors bought 1,500 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.09M.
- iShares Core S&P 500 ETF made up 1.31% of Reicon Wealth Advisors's portfolio in Q2 2026, its #10 holding.
- Reicon Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.