Xena Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Xena Financial Planning's IVV Position: Q2 2026 in Review
Xena Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 207% in Q2 2026, buying an estimated $835K and bringing the position to 1,701 shares worth $1.27M. The position accounts for 1.22% of the portfolio, ranked #17.
Xena Financial Planning first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Xena Financial Planning held 1,701 shares of iShares Core S&P 500 ETF worth $1.27M as of Q2 2026.
- Xena Financial Planning bought 1,147 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $835K.
- iShares Core S&P 500 ETF made up 1.22% of Xena Financial Planning's portfolio in Q2 2026, its #17 holding.
- Xena Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.