Advocate Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Advocate Group’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	$254K	Sell	332 -35	-10%	-$26.7K	0.04%	112
2026 Q2	$275K	Sell	367 -46	-11%	-$33.5K	0.04%	110
2026 Q1	$270K	Sell	413 -37	-8%	-$25.3K	0.04%	109
2025 Q4	$308K	Hold	450	–	–	0.05%	107
2025 Q3	$301K	Hold	450	–	–	0.05%	107
2025 Q2	$279K	Buy	450 +35	+8%	+$20.1K	0.05%	105
2025 Q1	$233K	Hold	415	–	–	0.04%	107
2024 Q4	$244K	Hold	415	–	–	0.05%	106
2024 Q3	$239K	Hold	415	–	–	0.04%	108
2024 Q2	$227K	Hold	415	–	–	0.05%	111
2024 Q1	$218K	Sell	415 -185	-31%	-$92.6K	0.04%	113
2023 Q4	$287K	Hold	600	–	–	0.06%	107
2023 Q3	$258K	Hold	600	–	–	0.06%	107
2023 Q2	$267K	Hold	600	–	–	0.06%	110
2023 Q1	$247K	Hold	600	–	–	0.05%	112
2022 Q4	$231K	Hold	600	–	–	0.05%	112
2022 Q3	$215K	Hold	600	–	–	0.05%	109
2022 Q2	$227K	Buy	+600	New	+$247K	0.05%	108

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Advocate Group's IVV Position: Q3 2026 in Review

Advocate Group reduced its iShares Core S&P 500 ETF (IVV) stake by 9.5% in Q3 2026, selling an estimated $26.7K and leaving 332 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #112.

Advocate Group first reported a position in IVV in Q2 2022 and has held it in 18 quarters since. The position peaked at $308K in Q4 2025. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Advocate Group held 332 shares of iShares Core S&P 500 ETF worth $254K as of Q3 2026.
Advocate Group sold 35 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $26.7K.
iShares Core S&P 500 ETF made up 0.04% of Advocate Group's portfolio in Q3 2026, its #112 holding.
Advocate Group first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
Advocate Group's iShares Core S&P 500 ETF position peaked at $308K in Q4 2025.
2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.