Certuity
IVV icon

Certuity’s iShares Core S&P 500 ETF IVV Stock Holding History

Certuity’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 		$61.7M Buy
80,341
+5,715
+8% +$4.36M 2.9% 6
2026
Q2 		$55.5M Buy
74,626
+3,873
+5% +$2.82M 2.74% 7
2026
Q1 		$45.9M Buy
70,753
+4,493
+7% +$3.07M 3.01% 8
2025
Q4 		$45.4M Buy
66,260
+327
+0.5% +$222K 2.86% 8
2025
Q3 		$44.1M Buy
65,933
+2,605
+4% +$1.68M 3.03% 8
2025
Q2 		$39.3M Sell
63,328
-10,829
-15% -$6.22M 3.69% 5
2025
Q1 		$41.6M Buy
74,157
+5,712
+8% +$3.37M 4.36% 4
2024
Q4 		$40.3M Buy
68,445
+25,480
+59% +$15.1M 4.38% 4
2024
Q3 		$24.8M Sell
42,965
-44,464
-51% -$24.7M 2.68% 7
2024
Q2 		$47.8M Buy
87,429
+13,744
+19% +$7.23M 3.81% 5
2024
Q1 		$38.7M Buy
73,685
+30,556
+71% +$15.3M 3.4% 7
2023
Q4 		$20.6M Buy
43,129
+4,164
+11% +$1.86M 2.08% 11
2023
Q3 		$16.7M Buy
38,965
+3,966
+11% +$1.77M 1.97% 13
2023
Q2 		$15.6M Buy
34,999
+679
+2% +$286K 1.77% 18
2023
Q1 		$14.1M Buy
34,320
+216
+0.6% +$86.6K 2.08% 16
2022
Q4 		$13.1M Buy
34,104
+799
+2% +$308K 2.08% 17
2022
Q3 		$11.9M Buy
33,305
+115
+0.3% +$45.9K 2.77% 9
2022
Q2 		$12.6M Sell
33,190
-6,104
-16% -$2.51M 3.28% 9
2022
Q1 		$17.8M Buy
39,294
+8,394
+27% +$3.75M 3.84% 6
2021
Q4 		$14.7M Buy
30,900
+1,927
+7% +$888K 3.16% 7
2021
Q3 		$12.5M Buy
28,973
+5,423
+23% +$2.4M 2.49% 6
2021
Q2 		$10.1M Buy
23,550
+3,836
+19% +$1.61M 2.34% 6
2021
Q1 		$7.84M Buy
19,714
+286
+1% +$111K 2.11% 9
2020
Q4 		$7.29M Buy
19,428
+1,695
+10% +$603K 2.35% 7
2020
Q3 		$5.96M Buy
17,733
+4,901
+38% +$1.63M 2.35% 7
2020
Q2 		$3.97M Buy
12,832
+631
+5% +$185K 1.85% 9
2020
Q1 		$3.15M Buy
12,201
+3,396
+39% +$1.04M 1.75% 11
2019
Q4 		$2.85M Buy
+8,805
New +$2.73M 1.36% 10

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Certuity's IVV Position: Q3 2026 in Review

Certuity increased its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q3 2026, buying an estimated $4.36M and bringing the position to 80,341 shares worth $61.7M. The position accounts for 2.9% of the portfolio, ranked #6.

Certuity first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 2,518 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Certuity held 80,341 shares of iShares Core S&P 500 ETF worth $61.7M as of Q3 2026.
  • Certuity bought 5,715 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.36M.
  • iShares Core S&P 500 ETF made up 2.9% of Certuity's portfolio in Q3 2026, its #6 holding.
  • Certuity first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 2,518 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.