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

Buska 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	$32.7M	Sell	42,664 -5,978	-12%	-$4.56M	11.25%	1
2026 Q2	$36.4M	Sell	48,642 -7,373	-13%	-$5.37M	13.14%	1
2026 Q1	$36.6M	Sell	56,015 -8,941	-14%	-$6.11M	14.7%	1
2025 Q4	$44.5M	Sell	64,956 -17,980	-22%	-$12.2M	16.44%	1
2025 Q3	$55.5M	Sell	82,936 -14,157	-15%	-$9.12M	16.66%	1
2025 Q2	$60.3M	Buy	97,093 +1,170	+1%	+$672K	16.47%	1
2025 Q1	$53.9M	Buy	95,923 +2,262	+2%	+$1.34M	16.89%	1
2024 Q4	$55.1M	Buy	93,661 +5,499	+6%	+$3.25M	17.65%	1
2024 Q3	$50.9M	Buy	88,162 +6,717	+8%	+$3.73M	17.74%	1
2024 Q2	$44.6M	Buy	81,445 +5,859	+8%	+$3.08M	17.77%	1
2024 Q1	$39.7M	Buy	+75,586	New	+$37.8M	17.42%	1

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

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

Buska Wealth Management's IVV Position: Q3 2026 in Review

Buska Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, selling an estimated $4.56M and leaving 42,664 shares worth $32.7M. The position accounts for 11.25% of the portfolio, ranked #1.

Buska Wealth Management first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. The position peaked at $60.3M in Q2 2025. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Buska Wealth Management held 42,664 shares of iShares Core S&P 500 ETF worth $32.7M as of Q3 2026.
Buska Wealth Management sold 5,978 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.56M.
iShares Core S&P 500 ETF made up 11.25% of Buska Wealth Management's portfolio in Q3 2026, its #1 holding.
Buska Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
Buska Wealth Management's iShares Core S&P 500 ETF position peaked at $60.3M in Q2 2025.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.