WCG Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
WCG Wealth Advisors's IVV Position: Q2 2026 in Review
WCG Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 93% in Q2 2026, buying an estimated $33.4M and bringing the position to 95,110 shares worth $71.2M. The position accounts for 1.69% of the portfolio, ranked #8.
WCG Wealth Advisors first reported a position in IVV in Q2 2022 and has held it in 15 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- WCG Wealth Advisors held 95,110 shares of iShares Core S&P 500 ETF worth $71.2M as of Q2 2026.
- WCG Wealth Advisors bought 45,824 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $33.4M.
- iShares Core S&P 500 ETF made up 1.69% of WCG Wealth Advisors's portfolio in Q2 2026, its #8 holding.
- WCG Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 15 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.