BFS
IVV icon

Burkett Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Burkett Financial Services’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 		$53.8K Buy
70
+33
+89% +$25.2K 0.02% 143
2026
Q2 		$27.8K Sell
37
-76
-67% -$55.3K 0.01% 130
2026
Q1 		$73.8K Buy
113
+77
+214% +$52.6K 0.03% 79
2025
Q4 		$25.3K Sell
36
-1
-3% -$679 0.01% 131
2025
Q3 		$24.6K Hold
37
– – 0.01% 133
2025
Q2 		$22.8K Hold
37
– – 0.01% 123
2025
Q1 		$20.5K Sell
37
-26
-41% -$15.4K 0.01% 132
2024
Q4 		$37.4K Hold
63
– – 0.02% 100
2024
Q3 		$36.5K Hold
63
– – 0.02% 96
2024
Q2 		$34.5K Hold
63
– – 0.02% 95
2024
Q1 		$33K Sell
63
-2
-3% -$1K 0.02% 102
2023
Q4 		$31K Buy
+65
New +$29.1K 0.02% 100

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Burkett Financial Services's IVV Position: Q3 2026 in Review

Burkett Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 89% in Q3 2026, buying an estimated $25.2K and bringing the position to 70 shares worth $53.8K. The position accounts for 0.02% of the portfolio, ranked #143.

Burkett Financial Services first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $73.8K in Q1 2026. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Burkett Financial Services held 70 shares of iShares Core S&P 500 ETF worth $53.8K as of Q3 2026.
  • Burkett Financial Services bought 33 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $25.2K.
  • iShares Core S&P 500 ETF made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #143 holding.
  • Burkett Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's iShares Core S&P 500 ETF position peaked at $73.8K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.