Shade Tree Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Shade Tree Advisors's IVV Position: Q2 2026 in Review
Shade Tree Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q2 2026, buying an estimated $728 and bringing the position to 2,723 shares worth $2.04M. The position accounts for 1.19% of the portfolio, ranked #9.
Shade Tree Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Shade Tree Advisors held 2,723 shares of iShares Core S&P 500 ETF worth $2.04M as of Q2 2026.
- Shade Tree Advisors bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
- iShares Core S&P 500 ETF made up 1.19% of Shade Tree Advisors's portfolio in Q2 2026, its #9 holding.
- Shade Tree Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.