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Cassilly Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Cassilly Financial Group’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 		$8.42M Buy
10,995
+3,673
+50% +$2.8M 5.66% 4
2026
Q2 		$5.48M Buy
7,322
+559
+8% +$407K 3.98% 6
2026
Q1 		$4.42M Buy
6,763
+308
+5% +$210K 3.83% 4
2025
Q4 		$4.42M Buy
+6,455
New +$4.38M 3.91% 4

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
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cassilly Financial Group's IVV Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 50% in Q3 2026, buying an estimated $2.8M and bringing the position to 10,995 shares worth $8.42M. The position accounts for 5.66% of the portfolio, ranked #4.

Cassilly Financial Group first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Cassilly Financial Group held 10,995 shares of iShares Core S&P 500 ETF worth $8.42M as of Q3 2026.
  • Cassilly Financial Group bought 3,673 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.8M.
  • iShares Core S&P 500 ETF made up 5.66% of Cassilly Financial Group's portfolio in Q3 2026, its #4 holding.
  • Cassilly Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.