Shared Vision Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Shared Vision Wealth Group's IVV Position: Q2 2026 in Review
Shared Vision Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2026, buying an estimated $6.47M and bringing the position to 43,407 shares worth $32.5M. The position accounts for 11.18% of the portfolio, ranked #2.
Shared Vision Wealth Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Shared Vision Wealth Group held 43,407 shares of iShares Core S&P 500 ETF worth $32.5M as of Q2 2026.
- Shared Vision Wealth Group bought 8,880 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.47M.
- iShares Core S&P 500 ETF made up 11.18% of Shared Vision Wealth Group's portfolio in Q2 2026, its #2 holding.
- Shared Vision Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.