Apeiron RIA
IVV icon

Apeiron RIA’s iShares Core S&P 500 ETF IVV Stock Holding History

Apeiron RIA’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 		$62.5M Buy
81,443
+29,713
+57% +$22.7M 14.2% 1
2026
Q2 		$38.7M Sell
51,730
-4,970
-9% -$3.62M 9.94% 1
2026
Q1 		$37M Sell
56,700
-7,120
-11% -$4.86M 8.58% 1
2025
Q4 		$44.1M Buy
63,820
+52,600
+469% +$35.7M 8.95% 1
2025
Q3 		$7.48M Buy
11,220
+6,687
+148% +$4.31M 1.68% 16
2025
Q2 		$2.81M Buy
4,533
+850
+23% +$488K 0.72% 38
2025
Q1 		$2.07M Sell
3,683
-32,926
-90% -$19.4M 0.63% 39
2024
Q4 		$21.6M Buy
36,609
+1,260
+4% +$746K 6.03% 1
2024
Q3 		$20.4M Buy
35,349
+1,195
+3% +$664K 5.85% 1
2024
Q2 		$18.7M Sell
34,154
-1,164
-3% -$612K 5.73% 1
2024
Q1 		$18.6M Sell
35,318
-6,172
-15% -$3.09M 5.38% 2
2023
Q4 		$19.8M Buy
41,490
+7,539
+22% +$3.37M 6.18% 1
2023
Q3 		$14.6M Buy
33,951
+15,535
+84% +$6.95M 4.97% 2
2023
Q2 		$8.21M Sell
18,416
-11,956
-39% -$5.04M 2.81% 9
2023
Q1 		$12.5M Buy
30,372
+3,397
+13% +$1.36M 4.29% 4
2022
Q4 		$10.4M Buy
26,975
+12,003
+80% +$4.63M 3.96% 5
2022
Q3 		$5.38M Buy
14,972
+4,150
+38% +$1.66M 2.48% 11
2022
Q2 		$490K Buy
10,822
+9,273
+599% +$3.81M 0.14% 67
2022
Q1 		$698K Sell
1,549
-15,000
-91% -$6.71M 0.33% 60
2021
Q4 		$7.89M Buy
+16,549
New +$7.63M 3.24% 6

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

Apeiron RIA's IVV Position: Q3 2026 in Review

Apeiron RIA increased its iShares Core S&P 500 ETF (IVV) stake by 57% in Q3 2026, buying an estimated $22.7M and bringing the position to 81,443 shares worth $62.5M. The position accounts for 14.2% of the portfolio, ranked #1.

Apeiron RIA first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Apeiron RIA held 81,443 shares of iShares Core S&P 500 ETF worth $62.5M as of Q3 2026.
  • Apeiron RIA bought 29,713 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $22.7M.
  • iShares Core S&P 500 ETF made up 14.2% of Apeiron RIA's portfolio in Q3 2026, its #1 holding.
  • Apeiron RIA first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.