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B.A. Schrock Wealth Management, Inc.’s iShares Core S&P 500 ETF IVV Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 		$209K Buy
+272
New +$208K 0.08% 129

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TIA
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FFA
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Atria Investments
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BOF
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FHB
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B.A. Schrock Wealth Management, Inc.'s IVV Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 272 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings.

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

  • B.A. Schrock Wealth Management, Inc. held 272 shares of iShares Core S&P 500 ETF worth $209K as of Q3 2026.
  • iShares Core S&P 500 ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.08% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #129 holding.
  • 699 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.