Wealth Advisors of Tampa Bay’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.14M | Hold |
1,520
| – | – | 0.35% | 61 |
|
|
2026
Q1 | $993K | Sell |
1,520
-1
| -0.1% | -$683 | 0.33% | 62 |
|
|
2025
Q4 | $1.04M | Buy |
1,521
+1
| +0.1% | +$679 | 0.36% | 59 |
|
|
2025
Q3 | $1.02M | Hold |
1,520
| – | – | 0.34% | 63 |
|
|
2025
Q2 | $944K | Sell |
1,520
-126
| -8% | -$72.3K | 0.36% | 64 |
|
|
2025
Q1 | $925K | Hold |
1,646
| – | – | 0.38% | 63 |
|
|
2024
Q4 | $969K | Hold |
1,646
| – | – | 0.41% | 60 |
|
|
2024
Q3 | $949K | Sell |
1,646
-90
| -5% | -$50K | 0.4% | 67 |
|
|
2024
Q2 | $950K | Hold |
1,736
| – | – | 0.44% | 63 |
|
|
2024
Q1 | $913K | Sell |
1,736
-280
| -14% | -$140K | 0.43% | 64 |
|
|
2023
Q4 | $963K | Sell |
2,016
-2,992
| -60% | -$1.34M | 0.48% | 55 |
|
|
2023
Q3 | $2.15M | Buy |
5,008
+2,504
| +100% | +$1.12M | 0.59% | 54 |
|
|
2023
Q2 | $1.12M | Hold |
2,504
| – | – | 0.61% | 49 |
|
|
2023
Q1 | $1.03M | Sell |
2,504
-160
| -6% | -$64.1K | 0.59% | 50 |
|
|
2022
Q4 | $1.02M | Hold |
2,664
| – | – | 0.63% | 48 |
|
|
2022
Q3 | $955K | Sell |
2,664
-2,664
| -50% | -$1.06M | 0.65% | 50 |
|
|
2022
Q2 | $2.02M | Hold |
5,328
| – | – | 0.62% | 51 |
|
|
2022
Q1 | $2.42M | Sell |
5,328
-468
| -8% | -$209K | 0.65% | 53 |
|
|
2021
Q4 | $2.77M | Buy |
5,796
+2,763
| +91% | +$1.27M | 0.68% | 55 |
|
|
2021
Q3 | $1.31M | Hold |
3,033
| – | – | 0.72% | 54 |
|
|
2021
Q2 | $1.3M | Sell |
3,033
-282
| -9% | -$118K | 0.73% | 53 |
|
|
2021
Q1 | $1.32M | Hold |
3,315
| – | – | 0.78% | 55 |
|
|
2020
Q4 | $1.24M | Buy |
3,315
+21
| +0.6% | +$7.47K | 0.87% | 48 |
|
|
2020
Q3 | $1.11M | Hold |
3,294
| – | – | 0.82% | 48 |
|
|
2020
Q2 | $1.02M | Hold |
3,294
| – | – | 0.85% | 47 |
|
|
2020
Q1 | $851K | Sell |
3,294
-131
| -4% | -$40.1K | 0.95% | 39 |
|
|
2019
Q4 | $1.11M | Sell |
3,425
-180
| -5% | -$55.7K | 1.02% | 37 |
|
|
2019
Q3 | $1.08M | Hold |
3,605
| – | – | 0.89% | 45 |
|
|
2019
Q2 | $1.06M | Sell |
3,605
-593
| -14% | -$172K | 0.77% | 45 |
|
|
2019
Q1 | $1.2M | Sell |
4,198
-55
| -1% | -$15K | 0.87% | 45 |
|
|
2018
Q4 | $1.07M | Buy |
4,253
+285
| +7% | +$77.4K | 0.87% | 40 |
|
|
2018
Q3 | $1.16M | Hold |
3,968
| – | – | 0.82% | 42 |
|
|
2018
Q2 | $1.09M | Sell |
3,968
-67
| -2% | -$18.2K | 0.83% | 40 |
|
|
2018
Q1 | $1.07M | Sell |
4,035
-454
| -10% | -$125K | 0.78% | 42 |
|
|
2017
Q4 | $1.24M | Buy |
+4,489
| New | +$1.18M | 0.85% | 42 |
|
Other funds holding IVV
CM
Wealth Advisors of Tampa Bay's IVV Position: Q2 2026 in Review
Wealth Advisors of Tampa Bay held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,520 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #61.
Wealth Advisors of Tampa Bay first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.77M in Q4 2021. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Wealth Advisors of Tampa Bay held 1,520 shares of iShares Core S&P 500 ETF worth $1.14M as of Q2 2026.
- Wealth Advisors of Tampa Bay left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.35% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #61 holding.
- Wealth Advisors of Tampa Bay first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- Wealth Advisors of Tampa Bay's iShares Core S&P 500 ETF position peaked at $2.77M in Q4 2021.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.