Three Bridge Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Three Bridge Wealth Advisors's IVV Position: Q2 2026 in Review
Three Bridge Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 296 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #82 among its holdings. This is a return to the name: Three Bridge Wealth Advisors previously reported a position in IVV as recently as Q4 2025.
Three Bridge Wealth Advisors first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Three Bridge Wealth Advisors held 296 shares of iShares Core S&P 500 ETF worth $222K as of Q2 2026.
- iShares Core S&P 500 ETF was a new Three Bridge Wealth Advisors position in Q2 2026.
- iShares Core S&P 500 ETF made up 0.06% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #82 holding.
- Three Bridge Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.