Ares Financial Consulting
IVV icon

Ares Financial Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History

Ares Financial Consulting’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 		$629K Buy
821
+8
+1% +$6.1K 0.44% 41
2026
Q2 		$609K Buy
813
+2
+0.2% +$1.46K 0.44% 41
2026
Q1 		$534K Buy
811
+22
+3% +$15K 0.42% 45
2025
Q4 		$540K Buy
+789
New +$536K 0.51% 38

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First Command Advisory Services
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Truist Financial
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Ares Financial Consulting's IVV Position: Q3 2026 in Review

Ares Financial Consulting increased its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q3 2026, buying an estimated $6.1K and bringing the position to 821 shares worth $629K. The position accounts for 0.44% of the portfolio, ranked #41.

Ares Financial Consulting first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Ares Financial Consulting held 821 shares of iShares Core S&P 500 ETF worth $629K as of Q3 2026.
  • Ares Financial Consulting bought 8 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.1K.
  • iShares Core S&P 500 ETF made up 0.44% of Ares Financial Consulting's portfolio in Q3 2026, its #41 holding.
  • Ares Financial Consulting first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.