Adirondack Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Adirondack Capital Advisors’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	$49.1M	Buy	64,099 +1,429	+2%	+$1.09M	25.35%	1
2026 Q2	$46.9M	Buy	62,670 +4,745	+8%	+$3.46M	25.17%	1
2026 Q1	$37.8M	Buy	57,925 +2,712	+5%	+$1.85M	24.3%	1
2025 Q4	$37.8M	Buy	+55,213	New	+$37.5M	25.43%	1

Other funds holding IVV

FFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Adirondack Capital Advisors's IVV Position: Q3 2026 in Review

Adirondack Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q3 2026, buying an estimated $1.09M and bringing the position to 64,099 shares worth $49.1M. The position accounts for 25.35% of the portfolio, ranked #1.

Adirondack Capital Advisors first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Adirondack Capital Advisors held 64,099 shares of iShares Core S&P 500 ETF worth $49.1M as of Q3 2026.
Adirondack Capital Advisors bought 1,429 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.09M.
iShares Core S&P 500 ETF made up 25.35% of Adirondack Capital Advisors's portfolio in Q3 2026, its #1 holding.
Adirondack Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Adirondack Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.