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

Central Valley 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	–	Sell	-550	Closed	-$411K	–	182
2026 Q2	$411K	Sell	550 -70	-11%	-$51K	0.11%	131
2026 Q1	$405K	Buy	+620	New	+$423K	0.11%	129
2024 Q2	–	Sell	-542	Closed	-$284K	–	163
2024 Q1	$284K	Buy	542 +2	+0.4%	+$1K	0.15%	116
2023 Q4	$258K	Buy	+540	New	+$242K	0.15%	118

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Central Valley Advisors's IVV Position: Q3 2026 in Review

Central Valley Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 550 shares — an estimated $411K sold.

Central Valley Advisors first reported a position in IVV in Q4 2023 and held it in 4 quarters. The position peaked at $411K in Q2 2026. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Central Valley Advisors reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 550 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $411K.
Central Valley Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 4 quarters.
Central Valley Advisors's iShares Core S&P 500 ETF position peaked at $411K in Q2 2026.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.