Spurstone Advisory Services’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
$4.5K Hold
6
0.06% 52
2026
Q1
$3.92K Hold
6
0.07% 32
2025
Q4
$4.11K Hold
6
0.06% 50
2025
Q3
$4.01K Hold
6
0.06% 63
2025
Q2
$3.73K Sell
6
-91
-94% -$52.3K 0.06% 91
2025
Q1
$54.5K Buy
+97
New +$57.3K 1.06% 17

Other funds holding IVV

Spurstone Advisory Services's IVV Position: Q2 2026 in Review

Spurstone Advisory Services held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 6 shares worth $4.5K. The position accounts for 0.06% of the portfolio, ranked #52.

Spurstone Advisory Services first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $54.5K in Q1 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Spurstone Advisory Services held 6 shares of iShares Core S&P 500 ETF worth $4.5K as of Q2 2026.
  • Spurstone Advisory Services left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.06% of Spurstone Advisory Services's portfolio in Q2 2026, its #52 holding.
  • Spurstone Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • Spurstone Advisory Services's iShares Core S&P 500 ETF position peaked at $54.5K in Q1 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.