VestGen Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
VestGen Advisors's IVV Position: Q2 2026 in Review
VestGen Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, buying an estimated $978K and bringing the position to 56,044 shares worth $42M. The position accounts for 1.22% of the portfolio, ranked #12.
VestGen Advisors first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- VestGen Advisors held 56,044 shares of iShares Core S&P 500 ETF worth $42M as of Q2 2026.
- VestGen Advisors bought 1,343 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $978K.
- iShares Core S&P 500 ETF made up 1.22% of VestGen Advisors's portfolio in Q2 2026, its #12 holding.
- VestGen Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
- 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.