Wilian Securities’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
$802K Buy
+1,070
New +$779K 0.47% 62
2026
Q1
Sell
-1,029
Closed -$705K 76
2025
Q4
$705K Buy
+1,029
New +$699K 0.76% 38

Other funds holding IVV

Wilian Securities's IVV Position: Q2 2026 in Review

Wilian Securities opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 1,070 shares worth $802K. The stake represents 0.47% of the portfolio and ranks #62 among its holdings. This is a return to the name: Wilian Securities previously reported a position in IVV as recently as Q4 2025.

Wilian Securities first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wilian Securities held 1,070 shares of iShares Core S&P 500 ETF worth $802K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Wilian Securities position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.47% of Wilian Securities's portfolio in Q2 2026, its #62 holding.
  • Wilian Securities first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.