Shore Point Advisors’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
$215K Buy
+287
New +$209K 0.07% 72
2024
Q2
Sell
-401
Closed -$211K 61
2024
Q1
$211K Buy
+401
New +$201K 0.12% 56
2022
Q1
Sell
-280
Closed -$134K 110
2021
Q4
$134K Buy
+280
New +$129K 0.11% 42

Other funds holding IVV

Shore Point Advisors's IVV Position: Q2 2026 in Review

Shore Point Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 287 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings. This is a return to the name: Shore Point Advisors previously reported a position in IVV as recently as Q1 2024.

Shore Point Advisors first reported a position in IVV in Q4 2021 and has held it in 3 quarters since. 2,407 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Shore Point Advisors held 287 shares of iShares Core S&P 500 ETF worth $215K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Shore Point Advisors position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.07% of Shore Point Advisors's portfolio in Q2 2026, its #72 holding.
  • Shore Point Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
  • 2,407 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.