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

Certus 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
2025
Q3 		$8.18M Sell
12,217
-346
-3% -$223K 4.89% 6
2025
Q2 		$7.8M Sell
12,563
-181
-1% -$104K 5.02% 7
2025
Q1 		$7.46M Buy
12,744
+117
+0.9% +$69.1K 5.07% 6
2024
Q4 		$7.67M Sell
12,627
-30
-0.2% -$17.8K 5.14% 8
2024
Q3 		$7.3M Buy
12,657
+2,279
+22% +$1.27M 5.08% 7
2024
Q2 		$5.68M Sell
10,378
-1,214
-10% -$638K 4.31% 8
2024
Q1 		$5.96M Buy
11,592
+188
+2% +$94.1K 4.74% 6
2023
Q4 		$5.45M Buy
11,404
+1,129
+11% +$505K 4.62% 5
2023
Q3 		$4.41M Buy
10,275
+742
+8% +$332K 4.22% 7
2023
Q2 		$4.25M Buy
+9,533
New +$4.02M 4.22% 6

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Certus Wealth Management's IVV Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q3 2025, selling an estimated $223K and leaving 12,217 shares worth $8.18M. The position accounts for 4.89% of the portfolio, ranked #6.

Certus Wealth Management first reported a position in IVV in Q2 2023 and has held it in 10 quarters since. 3,675 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Certus Wealth Management held 12,217 shares of iShares Core S&P 500 ETF worth $8.18M as of Q3 2025.
  • Certus Wealth Management sold 346 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $223K.
  • iShares Core S&P 500 ETF made up 4.89% of Certus Wealth Management's portfolio in Q3 2025, its #6 holding.
  • Certus Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
  • 3,675 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.