Centurion Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Centurion Wealth Management’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	$21.5M	Buy	28,047 +7,490	+36%	+$5.72M	5.17%	2
2026 Q2	$15.4M	Sell	20,557 -1,515	-7%	-$1.1M	3.68%	2
2026 Q1	$14.4M	Buy	22,072 +222	+1%	+$152K	3.25%	3
2025 Q4	$15M	Buy	21,850 +224	+1%	+$152K	3.28%	4
2025 Q3	$14.5M	Sell	21,626 -872	-4%	-$562K	3.3%	4
2025 Q2	$14M	Sell	22,498 -6,565	-23%	-$3.77M	4%	4
2025 Q1	$17.1M	Hold	29,063	–	–	5.35%	3
2024 Q4	$17.1M	Sell	29,063 -456	-2%	-$270K	5.35%	3
2024 Q3	$17M	Buy	+29,519	New	+$16.4M	5.43%	3
2024 Q1	$17.3M	Sell	32,896 -9,211	-22%	-$4.61M	6.82%	1
2023 Q4	$20.1M	Buy	42,107 +3,968	+10%	+$1.78M	8.59%	1
2023 Q3	$16.4M	Buy	38,139 +5,115	+15%	+$2.29M	8.02%	1
2023 Q2	$14.7M	Buy	33,024 +67	+0.2%	+$28.2K	7.1%	2
2023 Q1	$13.5M	Buy	32,957 +1,133	+4%	+$454K	6.86%	1
2022 Q4	$12.2M	Buy	+31,824	New	+$12.3M	6.9%	1

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

Centurion Wealth Management's IVV Position: Q3 2026 in Review

Centurion Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q3 2026, buying an estimated $5.72M and bringing the position to 28,047 shares worth $21.5M. The position accounts for 5.17% of the portfolio, ranked #2.

Centurion Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Centurion Wealth Management held 28,047 shares of iShares Core S&P 500 ETF worth $21.5M as of Q3 2026.
Centurion Wealth Management bought 7,490 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $5.72M.
iShares Core S&P 500 ETF made up 5.17% of Centurion Wealth Management's portfolio in Q3 2026, its #2 holding.
Centurion Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.