Snowden Capital 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 | $76.6M | Buy |
102,340
+6,976
| +7% | +$5.08M | 1.81% | 5 |
|
|
2026
Q1 | $62.3M | Buy |
95,364
+11,346
| +14% | +$7.75M | 1.66% | 5 |
|
|
2025
Q4 | $57.5M | Buy |
84,018
+4,268
| +5% | +$2.9M | 1.49% | 9 |
|
|
2025
Q3 | $53.4M | Buy |
79,750
+247
| +0.3% | +$159K | 1.46% | 9 |
|
|
2025
Q2 | $49.4M | Sell |
79,503
-23,486
| -23% | -$13.5M | 1.46% | 7 |
|
|
2025
Q1 | $57.9M | Sell |
102,989
-2,807
| -3% | -$1.66M | 1.85% | 5 |
|
|
2024
Q4 | $62.3M | Sell |
105,796
-7,781
| -7% | -$4.61M | 1.94% | 5 |
|
|
2024
Q3 | $65.5M | Sell |
113,577
-2,865
| -2% | -$1.59M | 1.95% | 5 |
|
|
2024
Q2 | $63.7M | Sell |
116,442
-22,058
| -16% | -$11.6M | 1.89% | 5 |
|
|
2024
Q1 | $72.8M | Buy |
138,500
+33,511
| +32% | +$16.8M | 2.27% | 4 |
|
|
2023
Q4 | $50.1M | Buy |
104,989
+8,440
| +9% | +$3.78M | 1.91% | 4 |
|
|
2023
Q3 | $41.5M | Buy |
96,549
+9,062
| +10% | +$4.05M | 1.76% | 4 |
|
|
2023
Q2 | $39M | Sell |
87,487
-2,367
| -3% | -$998K | 1.4% | 5 |
|
|
2023
Q1 | $36.9M | Sell |
89,854
-1,138
| -1% | -$456K | 1.44% | 4 |
|
|
2022
Q4 | $35M | Buy |
90,992
+766
| +0.8% | +$296K | 1.46% | 3 |
|
|
2022
Q3 | $32.4M | Sell |
90,226
-6,050
| -6% | -$2.42M | 1.46% | 4 |
|
|
2022
Q2 | $36.5M | Buy |
96,276
+13,277
| +16% | +$5.46M | 1.64% | 4 |
|
|
2022
Q1 | $37.7M | Buy |
82,999
+6,112
| +8% | +$2.73M | 1.51% | 5 |
|
|
2021
Q4 | $36.7M | Buy |
76,887
+3,472
| +5% | +$1.6M | 1.87% | 5 |
|
|
2021
Q3 | $31.6M | Sell |
73,415
-458
| -0.6% | -$203K | 1.58% | 5 |
|
|
2021
Q2 | $31.8M | Buy |
73,873
+3,347
| +5% | +$1.4M | 1.59% | 5 |
|
|
2021
Q1 | $28.1M | Buy |
70,526
+322
| +0.5% | +$125K | 1.61% | 4 |
|
|
2020
Q4 | $26.4M | Sell |
70,204
-1,497
| -2% | -$533K | 1.74% | 4 |
|
|
2020
Q3 | $24.1M | Sell |
71,701
-270
| -0.4% | -$89.9K | 1.93% | 4 |
|
|
2020
Q2 | $22.3M | Sell |
71,971
-12,200
| -14% | -$3.58M | 1.91% | 3 |
|
|
2020
Q1 | $21.7M | Sell |
84,171
-8,913
| -10% | -$2.73M | 2.37% | 2 |
|
|
2019
Q4 | $30.1M | Sell |
93,084
-568
| -0.6% | -$176K | 2.67% | 1 |
|
|
2019
Q3 | $28M | Buy |
93,652
+574
| +0.6% | +$171K | 2.81% | 1 |
|
|
2019
Q2 | $27.4M | Buy |
93,078
+1,069
| +1% | +$310K | 2.81% | 1 |
|
|
2019
Q1 | $26.2M | Buy |
92,009
+2,198
| +2% | +$601K | 2.86% | 1 |
|
|
2018
Q4 | $22.6M | Sell |
89,811
-348
| -0.4% | -$94.5K | 2.93% | 1 |
|
|
2018
Q3 | $26.4M | Buy |
90,159
+5,191
| +6% | +$1.49M | 3% | 2 |
|
|
2018
Q2 | $23.2M | Buy |
84,968
+1,756
| +2% | +$478K | 3.01% | 1 |
|
|
2018
Q1 | $22.1M | Sell |
83,212
-8,237
| -9% | -$2.27M | 3.23% | 1 |
|
|
2017
Q4 | $24.6M | Sell |
91,449
-9,415
| -9% | -$2.47M | 3.51% | 1 |
|
|
2017
Q3 | $25.5M | Buy |
100,864
+4,214
| +4% | +$1.05M | 4.12% | 1 |
|
|
2017
Q2 | $23.5M | Buy |
96,650
+12,165
| +14% | +$2.94M | 4.42% | 1 |
|
|
2017
Q1 | $20M | Buy |
84,485
+48,993
| +138% | +$11.5M | 4.4% | 1 |
|
|
2016
Q4 | $7.99M | Buy |
35,492
+13,764
| +63% | +$3.03M | 2.01% | 2 |
|
|
2016
Q3 | $4.73M | Buy |
21,728
+10,598
| +95% | +$2.31M | 1.28% | 9 |
|
|
2016
Q2 | $2.34M | Buy |
+11,130
| New | +$2.32M | 0.71% | 38 |
|
Other funds holding IVV
CM
Snowden Capital Advisors's IVV Position: Q2 2026 in Review
Snowden Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 7.3% in Q2 2026, buying an estimated $5.08M and bringing the position to 102,340 shares worth $76.6M. The position accounts for 1.81% of the portfolio, ranked #5.
Snowden Capital Advisors first reported a position in IVV in Q2 2016 and has held it in 41 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Snowden Capital Advisors held 102,340 shares of iShares Core S&P 500 ETF worth $76.6M as of Q2 2026.
- Snowden Capital Advisors bought 6,976 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.08M.
- iShares Core S&P 500 ETF made up 1.81% of Snowden Capital Advisors's portfolio in Q2 2026, its #5 holding.
- Snowden Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 41 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.