Attessa Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Attessa Capital’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	$424K	Sell	553 -6	-1%	-$4.58K	0.18%	29
2026 Q2	$419K	Hold	559	–	–	0.19%	29
2026 Q1	$365K	Hold	559	–	–	0.2%	28
2025 Q4	$383K	Hold	559	–	–	0.21%	25
2025 Q3	$374K	Hold	559	–	–	0.22%	24
2025 Q2	$347K	Buy	559 +36	+7%	+$20.7K	0.22%	28
2025 Q1	$294K	Hold	523	–	–	0.19%	33
2024 Q4	$308K	Buy	+523	New	+$310K	0.21%	32

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

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Attessa Capital's IVV Position: Q3 2026 in Review

Attessa Capital reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, selling an estimated $4.58K and leaving 553 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #29.

Attessa Capital first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Attessa Capital held 553 shares of iShares Core S&P 500 ETF worth $424K as of Q3 2026.
Attessa Capital sold 6 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.58K.
iShares Core S&P 500 ETF made up 0.18% of Attessa Capital's portfolio in Q3 2026, its #29 holding.
Attessa Capital first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Attessa Capital's 13F filing for Q3 2026, filed 9 Oct 2026.