Athena Wealth Management
IVV icon

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

Athena Wealth Management’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 		$3.59M Sell
4,686
-38
-0.8% -$29K 2.58% 5
2026
Q2 		$3.54M Buy
4,724
+1
+0% +$728 2.63% 4
2026
Q1 		$3.08M Sell
4,723
-6
-0.1% -$4.1K 2.52% 4
2025
Q4 		$3.24M Buy
+4,729
New +$3.21M 3.15% 3

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

Athena Wealth Management's IVV Position: Q3 2026 in Review

Athena Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.8% in Q3 2026, selling an estimated $29K and leaving 4,686 shares worth $3.59M. The position accounts for 2.58% of the portfolio, ranked #5.

Athena Wealth Management first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Athena Wealth Management held 4,686 shares of iShares Core S&P 500 ETF worth $3.59M as of Q3 2026.
  • Athena Wealth Management sold 38 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $29K.
  • iShares Core S&P 500 ETF made up 2.58% of Athena Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Athena Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.