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Acima Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Acima Private Wealth’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 		$34.7M Buy
45,306
+139
+0.3% +$106K 10.08% 1
2026
Q2 		$33.8M Buy
45,167
+1,359
+3% +$990K 9.82% 1
2026
Q1 		$28.6M Buy
43,808
+855
+2% +$584K 8.98% 1
2025
Q4 		$29.4M Sell
42,953
-747
-2% -$507K 9.13% 1
2025
Q3 		$29.2M Buy
43,700
+1,442
+3% +$929K 9.16% 1
2025
Q2 		$26.2M Buy
42,258
+148
+0.4% +$85K 8.94% 1
2025
Q1 		$23.7M Buy
42,110
+5,524
+15% +$3.26M 8.49% 1
2024
Q4 		$21.5M Sell
36,586
-2,538
-6% -$1.5M 7.25% 1
2024
Q3 		$22.6M Buy
39,124
+409
+1% +$227K 7.56% 1
2024
Q2 		$21.2M Sell
38,715
-115
-0.3% -$60.5K 7.78% 1
2024
Q1 		$20.4M Sell
38,830
-912
-2% -$456K 7.53% 2
2023
Q4 		$19M Buy
39,742
+4,596
+13% +$2.06M 7.41% 1
2023
Q3 		$15.1M Buy
35,146
+17,224
+96% +$7.7M 6.71% 1
2023
Q2 		$7.99M Sell
17,922
-367
-2% -$155K 3.82% 3
2023
Q1 		$7.52M Buy
18,289
+416
+2% +$167K 3.69% 4
2022
Q4 		$6.87M Buy
17,873
+374
+2% +$144K 3.52% 4
2022
Q3 		$6.28M Hold
17,499
– – 3.23% 6
2022
Q2 		$6.63M Buy
17,499
+1,372
+9% +$564K 3.31% 5
2022
Q1 		$7.32M Buy
16,127
+1,492
+10% +$667K 3.38% 4
2021
Q4 		$6.98M Buy
14,635
+2,009
+16% +$926K 3% 5
2021
Q3 		$5.44M Sell
12,626
-416
-3% -$184K 2.5% 6
2021
Q2 		$5.61M Sell
13,042
-290
-2% -$121K 2.57% 7
2021
Q1 		$5.3M Buy
13,332
+190
+1% +$73.6K 2.61% 7
2020
Q4 		$4.93M Buy
13,142
+179
+1% +$63.7K 2.55% 8
2020
Q3 		$4.36M Buy
12,963
+1,589
+14% +$529K 2.63% 8
2020
Q2 		$3.52M Buy
11,374
+797
+8% +$234K 2.28% 11
2020
Q1 		$2.73M Buy
10,577
+9,714
+1,126% +$2.98M 2.1% 13
2019
Q4 		$279K Hold
863
– – 0.19% 110
2019
Q3 		$257K Hold
863
– – 0.2% 108
2019
Q2 		$254K Hold
863
– – 0.2% 104
2019
Q1 		$246K Buy
863
+266
+45% +$72.7K 0.21% 102
2018
Q4 		$150K Buy
+597
New +$162K 0.15% 127

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Acima Private Wealth's IVV Position: Q3 2026 in Review

Acima Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q3 2026, buying an estimated $106K and bringing the position to 45,306 shares worth $34.7M. The position accounts for 10.08% of the portfolio, ranked #1.

Acima Private Wealth first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. 574 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Acima Private Wealth held 45,306 shares of iShares Core S&P 500 ETF worth $34.7M as of Q3 2026.
  • Acima Private Wealth bought 139 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $106K.
  • iShares Core S&P 500 ETF made up 10.08% of Acima Private Wealth's portfolio in Q3 2026, its #1 holding.
  • Acima Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
  • 574 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.