SoundView Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
SoundView Advisors's IVV Position: Q2 2026 in Review
SoundView Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 90% in Q2 2026, buying an estimated $405K and bringing the position to 1,171 shares worth $876K. The position accounts for 0.29% of the portfolio, ranked #21.
SoundView Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- SoundView Advisors held 1,171 shares of iShares Core S&P 500 ETF worth $876K as of Q2 2026.
- SoundView Advisors bought 556 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $405K.
- iShares Core S&P 500 ETF made up 0.29% of SoundView Advisors's portfolio in Q2 2026, its #21 holding.
- SoundView Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.