21 West Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

21 West Wealth Management’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	$2.41M	Sell	3,143 -25	-0.8%	-$19.1K	2.09%	18
2026 Q2	$2.37M	Sell	3,168 -68	-2%	-$49.5K	2.03%	19
2026 Q1	$2.11M	Sell	3,236 -29	-0.9%	-$19.8K	1.96%	19
2025 Q4	$2.24M	Sell	3,265 -29	-0.9%	-$19.7K	2.04%	19
2025 Q3	$2.2M	Hold	3,294	–	–	2.09%	19
2025 Q2	$2.05M	Buy	+3,294	New	+$1.89M	2.06%	18

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

21 West Wealth Management's IVV Position: Q3 2026 in Review

21 West Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.79% in Q3 2026, selling an estimated $19.1K and leaving 3,143 shares worth $2.41M. The position accounts for 2.09% of the portfolio, ranked #18.

21 West Wealth Management first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 2,365 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

21 West Wealth Management held 3,143 shares of iShares Core S&P 500 ETF worth $2.41M as of Q3 2026.
21 West Wealth Management sold 25 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $19.1K.
iShares Core S&P 500 ETF made up 2.09% of 21 West Wealth Management's portfolio in Q3 2026, its #18 holding.
21 West Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
2,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.