Ables Iannone Moore & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Ables Iannone Moore & Associates’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	$947K	Buy	1,237 +25	+2%	+$19.1K	0.49%	36
2026 Q2	$908K	Sell	1,212 -4	-0.3%	-$2.91K	0.48%	35
2026 Q1	$794K	Buy	1,216 +122	+11%	+$83.3K	0.47%	39
2025 Q4	$749K	Buy	1,094 +37	+4%	+$25.1K	0.41%	42
2025 Q3	$707K	Hold	1,057	–	–	0.41%	39
2025 Q2	$656K	Buy	1,057 +697	+194%	+$400K	0.41%	41
2025 Q1	$202K	Buy	+360	New	+$213K	0.14%	56
2024 Q2	–	Sell	-92	Closed	-$48.4K	–	60
2024 Q1	$48.4K	Hold	92	–	–	0.03%	57
2023 Q4	$43.9K	Buy	+92	New	+$41.2K	0.03%	102

Other funds holding IVV

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

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 $1.27B AUM 16.38% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Ables Iannone Moore & Associates's IVV Position: Q3 2026 in Review

Ables Iannone Moore & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q3 2026, buying an estimated $19.1K and bringing the position to 1,237 shares worth $947K. The position accounts for 0.49% of the portfolio, ranked #36.

Ables Iannone Moore & Associates first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Ables Iannone Moore & Associates held 1,237 shares of iShares Core S&P 500 ETF worth $947K as of Q3 2026.
Ables Iannone Moore & Associates bought 25 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $19.1K.
iShares Core S&P 500 ETF made up 0.49% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #36 holding.
Ables Iannone Moore & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.