Cannon Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cannon Advisors’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	$254K	Hold	324	–	–	0.15%	93
2026 Q2	$244K	Sell	324 -399	-55%	-$291K	0.15%	81
2026 Q1	$472K	Buy	723 +1	+0.1%	+$683	0.35%	54
2025 Q4	$501K	Sell	722 -1,819	-72%	-$1.24M	0.35%	50
2025 Q3	$1.72M	Buy	2,541 +2,216	+682%	+$1.43M	1.15%	29
2025 Q2	$202K	Buy	+325	New	+$187K	0.16%	68
2024 Q4	–	Sell	-351	Closed	-$201K	–	65
2024 Q3	$201K	Buy	+351	New	+$195K	0.16%	69

Other funds holding IVV

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Cannon Advisors's IVV Position: Q3 2026 in Review

Cannon Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 324 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #93.

Cannon Advisors first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Cannon Advisors held 324 shares of iShares Core S&P 500 ETF worth $254K as of Q3 2026.
Cannon Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.15% of Cannon Advisors's portfolio in Q3 2026, its #93 holding.
Cannon Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Cannon Advisors's iShares Core S&P 500 ETF position peaked at $1.72M in Q3 2025.
1,044 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cannon Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.