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Advus Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Advus Financial Partners’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 		$33.1M Buy
43,249
+1,182
+3% +$902K 9.34% 1
2026
Q2 		$31.5M Buy
42,067
+496
+1% +$361K 8.98% 2
2026
Q1 		$27.2M Sell
41,571
-42
-0.1% -$28.7K 10.28% 3
2025
Q4 		$28.5M Sell
41,613
-418
-1% -$284K 10.24% 3
2025
Q3 		$28.1M Sell
42,031
-6,918
-14% -$4.46M 10.44% 3
2025
Q2 		$30.4M Sell
48,949
-5,116
-9% -$2.94M 12% 2
2025
Q1 		$30.4M Sell
54,065
-2,637
-5% -$1.56M 13.02% 1
2024
Q4 		$33.4M Sell
56,702
-10,265
-15% -$6.08M 14.3% 1
2024
Q3 		$38.6M Sell
66,967
-5,448
-8% -$3.03M 16.23% 1
2024
Q2 		$39.6M Sell
72,415
-2,540
-3% -$1.34M 17.64% 1
2024
Q1 		$39.4M Buy
74,955
+3,098
+4% +$1.55M 17.53% 1
2023
Q4 		$34.3M Buy
71,857
+3,072
+4% +$1.38M 16.8% 1
2023
Q3 		$29.7M Sell
68,785
-6,221
-8% -$2.78M 15.92% 1
2023
Q2 		$33.4M Sell
75,006
-7,136
-9% -$3.01M 17.76% 1
2023
Q1 		$33.8M Sell
82,142
-18,544
-18% -$7.43M 18.57% 1
2022
Q4 		$38.7M Buy
100,686
+3,487
+4% +$1.35M 21.9% 1
2022
Q3 		$34.9M Buy
97,199
+5,345
+6% +$2.13M 24.69% 1
2022
Q2 		$34.8M Buy
91,854
+9,209
+11% +$3.79M 23.99% 1
2022
Q1 		$37.5M Buy
82,645
+7,174
+10% +$3.21M 25.41% 1
2021
Q4 		$36M Sell
75,471
-163
-0.2% -$75.1K 25.68% 1
2021
Q3 		$36.1M Buy
+75,634
New +$33.5M 19.9% 1

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Advus Financial Partners's IVV Position: Q3 2026 in Review

Advus Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q3 2026, buying an estimated $902K and bringing the position to 43,249 shares worth $33.1M. The position accounts for 9.34% of the portfolio, ranked #1.

Advus Financial Partners first reported a position in IVV in Q3 2021 and has held it in 21 quarters since. The position peaked at $39.6M in Q2 2024. 1,246 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Advus Financial Partners held 43,249 shares of iShares Core S&P 500 ETF worth $33.1M as of Q3 2026.
  • Advus Financial Partners bought 1,182 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $902K.
  • iShares Core S&P 500 ETF made up 9.34% of Advus Financial Partners's portfolio in Q3 2026, its #1 holding.
  • Advus Financial Partners first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 21 quarters since.
  • Advus Financial Partners's iShares Core S&P 500 ETF position peaked at $39.6M in Q2 2024.
  • 1,246 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.