Sonoma Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Sonoma Private Wealth's IVV Position: Q2 2026 in Review
Sonoma Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.15% in Q2 2026, buying an estimated $9.47K and bringing the position to 8,710 shares worth $6.52M. The position accounts for 7.01% of the portfolio, ranked #3.
Sonoma Private Wealth first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Sonoma Private Wealth held 8,710 shares of iShares Core S&P 500 ETF worth $6.52M as of Q2 2026.
- Sonoma Private Wealth bought 13 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $9.47K.
- iShares Core S&P 500 ETF made up 7.01% of Sonoma Private Wealth's portfolio in Q2 2026, its #3 holding.
- Sonoma Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
- 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.