World Equity Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
World Equity Group's IVV Position: Q2 2026 in Review
World Equity Group increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, buying an estimated $1.08M and bringing the position to 9,018 shares worth $6.75M. The position accounts for 1.51% of the portfolio, ranked #9.
World Equity Group first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.6M in Q3 2022. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- World Equity Group held 9,018 shares of iShares Core S&P 500 ETF worth $6.75M as of Q2 2026.
- World Equity Group bought 1,479 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.08M.
- iShares Core S&P 500 ETF made up 1.51% of World Equity Group's portfolio in Q2 2026, its #9 holding.
- World Equity Group first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
- World Equity Group's iShares Core S&P 500 ETF position peaked at $20.6M in Q3 2022.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.