AdviceOne Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

AdviceOne Advisory Services’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	$655K	Hold	855	–	–	0.39%	16
2026 Q2	$640K	Sell	855 -310	-27%	-$226K	0.36%	15
2026 Q1	$761K	Sell	1,165 -59	-5%	-$40.3K	0.46%	12
2025 Q4	$838K	Buy	1,224 +290	+31%	+$197K	0.5%	11
2025 Q3	$625K	Hold	934	–	–	0.42%	12
2025 Q2	$580K	Hold	934	–	–	0.43%	11
2025 Q1	$525K	Buy	934 +35	+4%	+$20.7K	0.43%	13
2024 Q4	$529K	Buy	+899	New	+$532K	0.47%	11

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

AdviceOne Advisory Services's IVV Position: Q3 2026 in Review

AdviceOne Advisory Services held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 855 shares worth $655K. The position accounts for 0.39% of the portfolio, ranked #16.

AdviceOne Advisory Services first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $838K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

AdviceOne Advisory Services held 855 shares of iShares Core S&P 500 ETF worth $655K as of Q3 2026.
AdviceOne Advisory Services left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.39% of AdviceOne Advisory Services's portfolio in Q3 2026, its #16 holding.
AdviceOne Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's iShares Core S&P 500 ETF position peaked at $838K in Q4 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.