Souders Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Souders Financial Advisors's IVV Position: Q2 2026 in Review
Souders Financial Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 468 shares worth $350K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Souders Financial Advisors previously reported a position in IVV as recently as Q2 2025.
Souders Financial Advisors first reported a position in IVV in Q2 2025 and has held it in 2 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Souders Financial Advisors held 468 shares of iShares Core S&P 500 ETF worth $350K as of Q2 2026.
- iShares Core S&P 500 ETF was a new Souders Financial Advisors position in Q2 2026.
- iShares Core S&P 500 ETF made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #179 holding.
- Souders Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 2 quarters since.
- 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.