Antonelli Financial Advisors
IVV icon

Antonelli Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Antonelli Financial 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 		$4.27M Hold
5,574
– – 3.09% 9
2026
Q2 		$4.18M Sell
5,574
-639
-10% -$465K 2.86% 10
2026
Q1 		$4.06M Sell
6,213
-2,121
-25% -$1.45M 2.8% 9
2025
Q4 		$5.71M Buy
8,334
+138
+2% +$93.7K 3.75% 7
2025
Q3 		$5.49M Sell
8,196
-138
-2% -$88.9K 3.73% 7
2025
Q2 		$5.17M Sell
8,334
-1
-0% -$574 3.74% 7
2025
Q1 		$4.68M Sell
8,335
-7
-0.1% -$4.13K 3.77% 8
2024
Q4 		$4.91M Buy
+8,342
New +$4.94M 4.15% 7

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Antonelli Financial Advisors's IVV Position: Q3 2026 in Review

Antonelli Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 5,574 shares worth $4.27M. The position accounts for 3.09% of the portfolio, ranked #9.

Antonelli Financial Advisors first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.71M in Q4 2025. 3,104 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Antonelli Financial Advisors held 5,574 shares of iShares Core S&P 500 ETF worth $4.27M as of Q3 2026.
  • Antonelli Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 3.09% of Antonelli Financial Advisors's portfolio in Q3 2026, its #9 holding.
  • Antonelli Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • Antonelli Financial Advisors's iShares Core S&P 500 ETF position peaked at $5.71M in Q4 2025.
  • 3,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Antonelli Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.