Apricus Wealth
IVV icon

Apricus Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Apricus Wealth’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 		– Sell
-580
Closed -$434K – 137
2026
Q2 		$434K Buy
+580
New +$422K 0.21% 80
2026
Q1 		– Sell
-360
Closed -$247K – 125
2025
Q4 		$247K Sell
360
-420
-54% -$285K 0.13% 105
2025
Q3 		$522K Buy
+780
New +$502K 0.28% 71

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Apricus Wealth's IVV Position: Q3 2026 in Review

Apricus Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 580 shares — an estimated $434K sold.

Apricus Wealth first reported a position in IVV in Q3 2025 and held it in 3 quarters. The position peaked at $522K in Q3 2025. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Apricus Wealth reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Apricus Wealth sold 580 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $434K.
  • Apricus Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2025 and held it in 3 quarters.
  • Apricus Wealth's iShares Core S&P 500 ETF position peaked at $522K in Q3 2025.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.