Avid Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Avid Wealth 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	$1.79M	Sell	2,334 -12,129	-84%	-$9.26M	0.82%	22
2026 Q2	$10.8M	Sell	14,463 -597	-4%	-$435K	5.24%	7
2026 Q1	$9.8M	Buy	15,060 +1,531	+11%	+$1.05M	4.65%	7
2025 Q4	$9.27M	Buy	13,529 +4,342	+47%	+$2.95M	4.53%	7
2025 Q3	$6.15M	Buy	9,187 +209	+2%	+$135K	3.06%	10
2025 Q2	$5.57M	Sell	8,978 -7,473	-45%	-$4.29M	3.19%	10
2025 Q1	$9.24M	Sell	16,451 -1,407	-8%	-$831K	6.27%	5
2024 Q4	$10.5M	Buy	17,858 +3,956	+28%	+$2.34M	7.47%	5
2024 Q3	$8.02M	Buy	13,902 +1,566	+13%	+$871K	5.68%	7
2024 Q2	$6.75M	Sell	12,336 -9,610	-44%	-$5.05M	5.24%	6
2024 Q1	$11.5M	Buy	21,946 +21,437	+4,212%	+$10.7M	9.27%	2
2023 Q4	$243K	Buy	+509	New	+$228K	0.24%	24

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Avid Wealth Partners's IVV Position: Q3 2026 in Review

Avid Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 84% in Q3 2026, selling an estimated $9.26M and leaving 2,334 shares worth $1.79M. The position accounts for 0.82% of the portfolio, ranked #22.

Avid Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.5M in Q1 2024. 2,421 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Avid Wealth Partners held 2,334 shares of iShares Core S&P 500 ETF worth $1.79M as of Q3 2026.
Avid Wealth Partners sold 12,129 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $9.26M.
iShares Core S&P 500 ETF made up 0.82% of Avid Wealth Partners's portfolio in Q3 2026, its #22 holding.
Avid Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Avid Wealth Partners's iShares Core S&P 500 ETF position peaked at $11.5M in Q1 2024.
2,421 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.