Boyce & Associates Wealth Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History

Boyce & Associates Wealth Consulting’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	$371K	Buy	+485	New	+$370K	0.23%	58

Other funds holding IVV

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

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Boyce & Associates Wealth Consulting's IVV Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 485 shares worth $371K. The stake represents 0.23% of the portfolio and ranks #58 among its holdings.

699 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Boyce & Associates Wealth Consulting held 485 shares of iShares Core S&P 500 ETF worth $371K as of Q3 2026.
iShares Core S&P 500 ETF was a new Boyce & Associates Wealth Consulting position in Q3 2026.
iShares Core S&P 500 ETF made up 0.23% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #58 holding.
699 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.