Urban Financial Advisory Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Urban Financial Advisory Corp's IVV Position: Q2 2026 in Review
Urban Financial Advisory Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 8.5% in Q2 2026, selling an estimated $16K and leaving 237 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #39.
Urban Financial Advisory Corp first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Urban Financial Advisory Corp held 237 shares of iShares Core S&P 500 ETF worth $178K as of Q2 2026.
- Urban Financial Advisory Corp sold 22 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16K.
- iShares Core S&P 500 ETF made up 0.05% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #39 holding.
- Urban Financial Advisory Corp first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.