Urban Financial Advisory Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Urban Financial Advisory Corp's IVV Position: Q1 2026 in Review
Urban Financial Advisory Corp increased its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q1 2026, buying an estimated $15.7K and bringing the position to 259 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #36.
Urban Financial Advisory Corp first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Urban Financial Advisory Corp held 259 shares of iShares Core S&P 500 ETF worth $169K as of Q1 2026.
- Urban Financial Advisory Corp bought 23 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $15.7K.
- iShares Core S&P 500 ETF made up 0.06% of Urban Financial Advisory Corp's portfolio in Q1 2026, its #36 holding.
- Urban Financial Advisory Corp first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Urban Financial Advisory Corp's 13F filing for Q1 2026, filed 8 May 2026.