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

CDM Financial Counseling 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	$2.45M	Buy	3,201 +3	+0.1%	+$2.29K	2.06%	12
2026 Q2	$2.39M	Hold	3,198	–	–	2.06%	12
2026 Q1	$2.09M	Buy	3,198 +209	+7%	+$143K	2%	12
2025 Q4	$2.05M	Buy	+2,989	New	+$2.03M	1.92%	12

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 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

CDM Financial Counseling Services's IVV Position: Q3 2026 in Review

CDM Financial Counseling Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.09% in Q3 2026, buying an estimated $2.29K and bringing the position to 3,201 shares worth $2.45M. The position accounts for 2.06% of the portfolio, ranked #12.

CDM Financial Counseling Services first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

CDM Financial Counseling Services held 3,201 shares of iShares Core S&P 500 ETF worth $2.45M as of Q3 2026.
CDM Financial Counseling Services bought 3 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.29K.
iShares Core S&P 500 ETF made up 2.06% of CDM Financial Counseling Services's portfolio in Q3 2026, its #12 holding.
CDM Financial Counseling Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
720 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on CDM Financial Counseling Services's 13F filing for Q3 2026, filed 15 Oct 2026.