Atlantic Edge Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlantic Edge Private 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	$18.5M	Buy	24,152 +504	+2%	+$385K	3.8%	5
2026 Q2	$17.7M	Buy	23,648 +765	+3%	+$557K	3.62%	7
2026 Q1	$14.9M	Sell	22,883 -404	-2%	-$276K	3.67%	5
2025 Q4	$16M	Buy	23,287 +617	+3%	+$419K	3.96%	4
2025 Q3	$15.2M	Buy	22,670 +405	+2%	+$261K	3.9%	5
2025 Q2	$13.8M	Buy	22,265 +5,777	+35%	+$3.32M	3.79%	5
2025 Q1	$9.26M	Buy	16,488 +566	+4%	+$334K	2.83%	10
2024 Q4	$9.37M	Buy	15,922 +1,016	+7%	+$601K	2.9%	10
2024 Q3	$8.6M	Buy	14,906 +228	+2%	+$127K	2.62%	12
2024 Q2	$8.03M	Sell	14,678 -170	-1%	-$89.4K	2.68%	10
2024 Q1	$7.81M	Buy	14,848 +333	+2%	+$167K	2.68%	10
2023 Q4	$6.93M	Buy	+14,515	New	+$6.5M	2.82%	8

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IVV Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q3 2026, buying an estimated $385K and bringing the position to 24,152 shares worth $18.5M. The position accounts for 3.8% of the portfolio, ranked #5.

Atlantic Edge Private Wealth Management first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Atlantic Edge Private Wealth Management held 24,152 shares of iShares Core S&P 500 ETF worth $18.5M as of Q3 2026.
Atlantic Edge Private Wealth Management bought 504 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $385K.
iShares Core S&P 500 ETF made up 3.8% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #5 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.