Amplius Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Amplius Wealth Advisors's IVV Position: Q3 2026 in Review
Amplius Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 1,459 shares worth $1.12M. The stake represents 0.08% of the portfolio and ranks #78 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in IVV as recently as Q1 2026.
Amplius Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 10 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.
- Amplius Wealth Advisors held 1,459 shares of iShares Core S&P 500 ETF worth $1.12M as of Q3 2026.
- iShares Core S&P 500 ETF was a new Amplius Wealth Advisors position in Q3 2026.
- iShares Core S&P 500 ETF made up 0.08% of Amplius Wealth Advisors's portfolio in Q3 2026, its #78 holding.
- Amplius Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
- 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.
Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.