Wilkerson Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Wilkerson Advisory Group's IVV Position: Q2 2026 in Review
Wilkerson Advisory Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 14 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #419.
Wilkerson Advisory Group first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Wilkerson Advisory Group held 14 shares of iShares Core S&P 500 ETF worth $10.5K as of Q2 2026.
- Wilkerson Advisory Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #419 holding.
- Wilkerson Advisory Group first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.