Baker Tilly Wealth Management
IVV icon

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

Baker Tilly 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 		$2.92M Sell
3,808
-68
-2% -$51.9K 0.57% 36
2026
Q2 		$2.9M Buy
3,876
+405
+12% +$295K 0.62% 35
2026
Q1 		$2.27M Buy
3,471
+130
+4% +$88.8K 0.55% 41
2025
Q4 		$2.29M Sell
3,341
-460
-12% -$312K 0.56% 38
2025
Q3 		$2.54M Sell
3,801
-57
-1% -$36.7K 0.57% 39
2025
Q2 		$2.4M Sell
3,858
-41
-1% -$23.5K 0.86% 23
2025
Q1 		$2.19M Buy
3,899
+62
+2% +$36.6K 0.86% 21
2024
Q4 		$2.26M Sell
3,837
-211
-5% -$125K 0.89% 23
2024
Q3 		$2.34M Sell
4,048
-5,177
-56% -$2.88M 1.03% 17
2024
Q2 		$5.05M Sell
9,225
-6,793
-42% -$3.57M 2.06% 8
2024
Q1 		$8.42M Sell
16,018
-2,674
-14% -$1.34M 1.52% 7
2023
Q4 		$8.93M Sell
18,692
-473
-2% -$212K 1.47% 9
2023
Q3 		$8.23M Sell
19,165
-794
-4% -$355K 1.36% 10
2023
Q2 		$8.9M Buy
19,959
+757
+4% +$319K 0.93% 18
2023
Q1 		$7.89M Buy
19,202
+1,284
+7% +$515K 0.89% 18
2022
Q4 		$6.88M Buy
17,918
+1,289
+8% +$497K 0.85% 15
2022
Q3 		$5.96M Buy
16,629
+817
+5% +$326K 0.81% 17
2022
Q2 		$6M Sell
15,812
-283
-2% -$116K 0.79% 20
2022
Q1 		$7.3M Buy
16,095
+130
+0.8% +$58.1K 0.81% 18
2021
Q4 		$7.62M Buy
15,965
+1,368
+9% +$630K 0.82% 16
2021
Q3 		$6.29M Buy
14,597
+823
+6% +$365K 0.83% 16
2021
Q2 		$5.92M Buy
13,774
+80
+0.6% +$33.5K 0.96% 14
2021
Q1 		$5.45M Buy
13,694
+362
+3% +$140K 1.12% 11
2020
Q4 		$5M Buy
+13,332
New +$4.75M 1.54% 8

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Baker Tilly Wealth Management's IVV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q3 2026, selling an estimated $51.9K and leaving 3,808 shares worth $2.92M. The position accounts for 0.57% of the portfolio, ranked #36.

Baker Tilly Wealth Management first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.93M in Q4 2023. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Baker Tilly Wealth Management held 3,808 shares of iShares Core S&P 500 ETF worth $2.92M as of Q3 2026.
  • Baker Tilly Wealth Management sold 68 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $51.9K.
  • iShares Core S&P 500 ETF made up 0.57% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Baker Tilly Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's iShares Core S&P 500 ETF position peaked at $8.93M in Q4 2023.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.