Strategic Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Strategic Advisory Partners's IVV Position: Q2 2026 in Review
Strategic Advisory Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.79% in Q2 2026, selling an estimated $2.91K and leaving 502 shares worth $376K. The position accounts for 0.27% of the portfolio, ranked #23.
Strategic Advisory Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $403K in Q4 2025. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Strategic Advisory Partners held 502 shares of iShares Core S&P 500 ETF worth $376K as of Q2 2026.
- Strategic Advisory Partners sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
- iShares Core S&P 500 ETF made up 0.27% of Strategic Advisory Partners's portfolio in Q2 2026, its #23 holding.
- Strategic Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Strategic Advisory Partners's iShares Core S&P 500 ETF position peaked at $403K in Q4 2025.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.