AWM
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Accredited Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$92.4K Buy
10,215
+10,077
+7,302% +$6.49M 0.07% 104
2025
Q2 		$85.7K Sell
138
-15
-10% -$8.61K 0.07% 107
2025
Q1 		$86K Sell
153
-10
-6% -$5.91K 0.07% 100
2024
Q4 		$96K Buy
+163
New +$96.5K 0.08% 101

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Accredited Wealth Management's IVV Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 7,302% in Q3 2025, buying an estimated $6.49M and bringing the position to 10,215 shares worth $92.4K. The position accounts for 0.07% of the portfolio, ranked #104.

Accredited Wealth Management first reported a position in IVV in Q4 2024 and has held it in 4 quarters since. The position peaked at $96K in Q4 2024. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Accredited Wealth Management held 10,215 shares of iShares Core S&P 500 ETF worth $92.4K as of Q3 2025.
  • Accredited Wealth Management bought 10,077 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $6.49M.
  • iShares Core S&P 500 ETF made up 0.07% of Accredited Wealth Management's portfolio in Q3 2025, its #104 holding.
  • Accredited Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares Core S&P 500 ETF position peaked at $96K in Q4 2024.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.