Sentinel Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$48.1M Buy
64,170
+193
+0.3% +$141K 19.62% 1
2026
Q1
$41.8M Buy
+63,977
New +$43.7M 20.36% 1

Other funds holding IVV

Sentinel Advisory Group's IVV Position: Q2 2026 in Review

Sentinel Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.3% in Q2 2026, buying an estimated $141K and bringing the position to 64,170 shares worth $48.1M. The position accounts for 19.62% of the portfolio, ranked #1.

Sentinel Advisory Group first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sentinel Advisory Group held 64,170 shares of iShares Core S&P 500 ETF worth $48.1M as of Q2 2026.
  • Sentinel Advisory Group bought 193 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $141K.
  • iShares Core S&P 500 ETF made up 19.62% of Sentinel Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Sentinel Advisory Group first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sentinel Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.