Accurate Wealth Management
IVV icon

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

Accurate 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
2026
Q3 		$2.15M Buy
2,756
+318
+13% +$243K 0.19% 122
2026
Q2 		$1.85M Buy
2,438
+99
+4% +$72.1K 0.18% 132
2026
Q1 		$1.6M Sell
2,339
-413
-15% -$282K 0.19% 115
2025
Q4 		$1.92M Buy
2,752
+75
+3% +$50.9K 0.24% 105
2025
Q3 		$1.78M Sell
2,677
-124
-4% -$79.9K 0.24% 104
2025
Q2 		$1.76M Sell
2,801
-53
-2% -$30.4K 0.27% 96
2025
Q1 		$1.53M Sell
2,854
-1,035
-27% -$611K 0.29% 83
2024
Q4 		$2.27M Buy
3,889
+195
+5% +$115K 0.44% 64
2024
Q3 		$2.15M Buy
3,694
+2,465
+201% +$1.37M 0.43% 61
2024
Q2 		$694K Buy
1,229
+80
+7% +$42.1K 0.17% 128
2024
Q1 		$572K Buy
1,149
+431
+60% +$216K 0.17% 134
2023
Q4 		$344K Sell
718
-197
-22% -$88.2K 0.11% 182
2023
Q3 		$401K Buy
915
+86
+10% +$38.5K 0.13% 155
2023
Q2 		$374K Sell
829
-459
-36% -$193K 0.12% 175
2023
Q1 		$530K Buy
1,288
+292
+29% +$117K 0.18% 130
2022
Q4 		$391K Sell
996
-510
-34% -$197K 0.14% 126
2022
Q3 		$553K Buy
1,506
+624
+71% +$249K 0.23% 84
2022
Q2 		$342K Buy
882
+426
+93% +$175K 0.19% 105
2022
Q1 		$207K Buy
456
+9
+2% +$4.02K 0.09% 166
2021
Q4 		$207K Buy
+447
New +$206K 0.17% 134
2021
Q3 		– Sell
-544
Closed -$234K – 144
2021
Q2 		$234K Buy
+544
New +$228K 0.21% 117

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accurate Wealth Management's IVV Position: Q3 2026 in Review

Accurate Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q3 2026, buying an estimated $243K and bringing the position to 2,756 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #122.

Accurate Wealth Management first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.27M in Q4 2024. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Accurate Wealth Management held 2,756 shares of iShares Core S&P 500 ETF worth $2.15M as of Q3 2026.
  • Accurate Wealth Management bought 318 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $243K.
  • iShares Core S&P 500 ETF made up 0.19% of Accurate Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Accurate Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's iShares Core S&P 500 ETF position peaked at $2.27M in Q4 2024.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.