Scheeler Financial LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Scheeler Financial LLC’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$233K	Buy	+304	New	+$232K	0.18%	58

Other funds holding IVV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Scheeler Financial LLC's IVV Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 304 shares worth $233K. The stake represents 0.18% of the portfolio and ranks #58 among its holdings.

313 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Scheeler Financial LLC held 304 shares of iShares Core S&P 500 ETF worth $233K as of Q3 2026.
iShares Core S&P 500 ETF was a new Scheeler Financial LLC position in Q3 2026.
iShares Core S&P 500 ETF made up 0.18% of Scheeler Financial LLC's portfolio in Q3 2026, its #58 holding.
313 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.