Shade Tree Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Shade Tree Advisors's IVV Position: Q1 2026 in Review
Shade Tree Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 2,722 shares worth $1.78M. The position accounts for 1.27% of the portfolio, ranked #8.
Shade Tree Advisors first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.86M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Shade Tree Advisors held 2,722 shares of iShares Core S&P 500 ETF worth $1.78M as of Q1 2026.
- Shade Tree Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 1.27% of Shade Tree Advisors's portfolio in Q1 2026, its #8 holding.
- Shade Tree Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
- Shade Tree Advisors's iShares Core S&P 500 ETF position peaked at $1.86M in Q4 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.