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

Challenger 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	$593K	Buy	775 +2	+0.3%	+$1.53K	0.43%	40
2026 Q2	$579K	Buy	773 +3	+0.4%	+$2.18K	0.43%	41
2026 Q1	$503K	Buy	770 +2	+0.3%	+$1.37K	0.4%	42
2025 Q4	$526K	Buy	768 +2	+0.3%	+$1.36K	0.4%	41
2025 Q3	$512K	Sell	766 -21	-3%	-$13.5K	0.4%	42
2025 Q2	$489K	Sell	787 -88	-10%	-$50.5K	0.34%	48
2025 Q1	$492K	Buy	875 +3	+0.3%	+$1.77K	0.39%	47
2024 Q4	$513K	Buy	+872	New	+$516K	0.44%	46

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Challenger Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q3 2026, buying an estimated $1.53K and bringing the position to 775 shares worth $593K. The position accounts for 0.43% of the portfolio, ranked #40.

Challenger Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Challenger Wealth Management held 775 shares of iShares Core S&P 500 ETF worth $593K as of Q3 2026.
Challenger Wealth Management bought 2 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.53K.
iShares Core S&P 500 ETF made up 0.43% of Challenger Wealth Management's portfolio in Q3 2026, its #40 holding.
Challenger Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.