STACKSTONE WEALTH, LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

STACKSTONE WEALTH, 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	$4.55M	Buy	+5,946	New	+$4.54M	0.45%	52

Other funds holding IVV

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IVV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 5,946 shares worth $4.55M. The stake represents 0.45% of the portfolio and ranks #52 among its holdings.

1,005 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

STACKSTONE WEALTH, LLC held 5,946 shares of iShares Core S&P 500 ETF worth $4.55M as of Q3 2026.
iShares Core S&P 500 ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares Core S&P 500 ETF made up 0.45% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #52 holding.
1,005 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.