Autumn Glory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Autumn Glory Partners’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	$1.6M	Hold	2,089	–	–	0.44%	58
2026 Q2	$1.56M	Sell	2,089 -90	-4%	-$65.5K	0.44%	59
2026 Q1	$1.42M	Hold	2,179	–	–	0.52%	50
2025 Q4	$1.49M	Buy	2,179 +639	+41%	+$434K	0.52%	52
2025 Q3	$1.03M	Hold	1,540	–	–	0.42%	68
2025 Q2	$956K	Hold	1,540	–	–	0.45%	62
2025 Q1	$865K	Hold	1,540	–	–	0.43%	67
2024 Q4	$907K	Hold	1,540	–	–	0.45%	66
2024 Q3	$888K	Hold	1,540	–	–	0.34%	79
2024 Q2	$843K	Buy	+1,540	New	+$810K	0.43%	71

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Autumn Glory Partners's IVV Position: Q3 2026 in Review

Autumn Glory Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 2,089 shares worth $1.6M. The position accounts for 0.44% of the portfolio, ranked #58.

Autumn Glory Partners first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 1,892 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Autumn Glory Partners held 2,089 shares of iShares Core S&P 500 ETF worth $1.6M as of Q3 2026.
Autumn Glory Partners left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.44% of Autumn Glory Partners's portfolio in Q3 2026, its #58 holding.
Autumn Glory Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,892 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.