Westco Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Westco Advisory Services's IVV Position: Q2 2026 in Review
Westco Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.66% in Q2 2026, selling an estimated $2.19K and leaving 451 shares worth $338K. The position accounts for 0.2% of the portfolio, ranked #75.
Westco Advisory Services first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,080 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Westco Advisory Services held 451 shares of iShares Core S&P 500 ETF worth $338K as of Q2 2026.
- Westco Advisory Services sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
- iShares Core S&P 500 ETF made up 0.2% of Westco Advisory Services's portfolio in Q2 2026, its #75 holding.
- Westco Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,080 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.