South Shore Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

South Shore Capital Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$602K	Buy	804 +26	+3%	+$18.9K	0.4%	56
2026 Q1	$508K	Sell	778 -62	-7%	-$42.3K	0.37%	56
2025 Q4	$575K	Buy	+840	New	+$570K	0.42%	51
2022 Q3	$230K	Hold	642	–	–	0.54%	59
2022 Q2	$243K	Hold	642	–	–	0.51%	65
2022 Q1	$291K	Hold	642	–	–	0.47%	66
2021 Q4	$306K	Buy	+642	New	+$296K	0.5%	66

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

South Shore Capital Advisors's IVV Position: Q2 2026 in Review

South Shore Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $18.9K and bringing the position to 804 shares worth $602K. The position accounts for 0.4% of the portfolio, ranked #56.

South Shore Capital Advisors first reported a position in IVV in Q4 2021 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

South Shore Capital Advisors held 804 shares of iShares Core S&P 500 ETF worth $602K as of Q2 2026.
South Shore Capital Advisors bought 26 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.9K.
iShares Core S&P 500 ETF made up 0.4% of South Shore Capital Advisors's portfolio in Q2 2026, its #56 holding.
South Shore Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.