Waystone Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Waystone Advisors's IVV Position: Q2 2026 in Review
Waystone Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 66% in Q2 2026, buying an estimated $417K and bringing the position to 1,443 shares worth $1.08M. The position accounts for 0.81% of the portfolio, ranked #30.
Waystone Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Waystone Advisors held 1,443 shares of iShares Core S&P 500 ETF worth $1.08M as of Q2 2026.
- Waystone Advisors bought 573 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $417K.
- iShares Core S&P 500 ETF made up 0.81% of Waystone Advisors's portfolio in Q2 2026, its #30 holding.
- Waystone Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.