4Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

4Wealth Advisors’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	$288K	Sell	374 -4	-1%	-$3.05K	0.2%	101
2026 Q2	$282K	Hold	378	–	–	0.22%	118
2026 Q1	$240K	Buy	378 +1	+0.3%	+$683	0.21%	124
2025 Q4	$259K	Hold	377	–	–	0.22%	126
2025 Q3	$252K	Buy	377 +1	+0.3%	+$644	0.23%	122
2025 Q2	$234K	Hold	376	–	–	0.24%	119
2025 Q1	$211K	Hold	376	–	–	0.23%	118
2024 Q4	$221K	Buy	+376	New	+$223K	0.22%	135

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

4Wealth Advisors's IVV Position: Q3 2026 in Review

4Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, selling an estimated $3.05K and leaving 374 shares worth $288K. The position accounts for 0.2% of the portfolio, ranked #101.

4Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,907 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

4Wealth Advisors held 374 shares of iShares Core S&P 500 ETF worth $288K as of Q3 2026.
4Wealth Advisors sold 4 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.05K.
iShares Core S&P 500 ETF made up 0.2% of 4Wealth Advisors's portfolio in Q3 2026, its #101 holding.
4Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,907 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.