AAFMAA Wealth Management & Trust
IVV icon

AAFMAA Wealth Management & Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

AAFMAA Wealth Management & Trust’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 		$260K Hold
339
– – 0.09% 90
2026
Q2 		$254K Buy
+339
New +$247K 0.09% 89

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AAFMAA Wealth Management & Trust's IVV Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 339 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #90.

AAFMAA Wealth Management & Trust first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 339 shares of iShares Core S&P 500 ETF worth $260K as of Q3 2026.
  • AAFMAA Wealth Management & Trust left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.09% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #90 holding.
  • AAFMAA Wealth Management & Trust first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.