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

Cedar Mountain 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	$233K	Buy	304 +1	+0.3%	+$763	0.04%	67
2026 Q2	$227K	Buy	303 +34	+13%	+$24.8K	0.04%	67
2026 Q1	$176K	Buy	269 +1	+0.4%	+$683	0.03%	70
2025 Q4	$184K	Buy	268 +1	+0.4%	+$679	0.04%	67
2025 Q3	$179K	Hold	267	–	–	0.03%	67
2025 Q2	$166K	Buy	267 +1	+0.4%	+$574	0.03%	61
2025 Q1	$149K	Sell	266 -152	-36%	-$89.8K	0.03%	60
2024 Q4	$246K	Buy	+418	New	+$247K	0.05%	53

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

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

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

Cedar Mountain Advisors's IVV Position: Q3 2026 in Review

Cedar Mountain Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.33% in Q3 2026, buying an estimated $763 and bringing the position to 304 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #67.

Cedar Mountain Advisors first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $246K in Q4 2024. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Cedar Mountain Advisors held 304 shares of iShares Core S&P 500 ETF worth $233K as of Q3 2026.
Cedar Mountain Advisors bought 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.04% of Cedar Mountain Advisors's portfolio in Q3 2026, its #67 holding.
Cedar Mountain Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Cedar Mountain Advisors's iShares Core S&P 500 ETF position peaked at $246K in Q4 2024.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.