Serenus Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Serenus Wealth Advisors's IVV Position: Q2 2026 in Review
Serenus Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, selling an estimated $2.36M and leaving 72,024 shares worth $53.9M. The position accounts for 9.41% of the portfolio, ranked #4.
Serenus Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Serenus Wealth Advisors held 72,024 shares of iShares Core S&P 500 ETF worth $53.9M as of Q2 2026.
- Serenus Wealth Advisors sold 3,235 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.36M.
- iShares Core S&P 500 ETF made up 9.41% of Serenus Wealth Advisors's portfolio in Q2 2026, its #4 holding.
- Serenus Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.