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Colton Groome Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Colton Groome Financial 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 		$77.9M Buy
101,747
+7,317
+8% +$5.58M 18.25% 1
2026
Q2 		$70.7M Buy
94,430
+1,104
+1% +$804K 17.1% 1
2026
Q1 		$61M Buy
93,326
+1,914
+2% +$1.31M 17.36% 1
2025
Q4 		$62.6M Buy
91,412
+5,509
+6% +$3.74M 17.95% 1
2025
Q3 		$57.5M Buy
85,903
+4,377
+5% +$2.82M 17.64% 1
2025
Q2 		$50.6M Buy
81,526
+2,763
+4% +$1.59M 17.15% 1
2025
Q1 		$43.9M Sell
78,763
-15,040
-16% -$8.88M 17.05% 1
2024
Q4 		$55.2M Buy
93,803
+653
+0.7% +$387K 21.11% 1
2024
Q3 		$53.7M Buy
93,150
+1,778
+2% +$989K 20.1% 1
2024
Q2 		$50M Buy
91,372
+3,227
+4% +$1.7M 19.71% 1
2024
Q1 		$46.3M Buy
88,145
+3,974
+5% +$1.99M 18.63% 1
2023
Q4 		$40.2M Buy
84,171
+9,225
+12% +$4.13M 17.54% 1
2023
Q3 		$32.2M Buy
74,946
+7,251
+11% +$3.24M 16.11% 1
2023
Q2 		$30.2M Buy
67,695
+15,846
+31% +$6.68M 14.14% 1
2023
Q1 		$21.3M Buy
51,849
+15,833
+44% +$6.35M 10.16% 1
2022
Q4 		$13.8M Buy
36,016
+2,001
+6% +$772K 6.79% 2
2022
Q3 		$12.2M Sell
34,015
-4,158
-11% -$1.66M 6.22% 2
2022
Q2 		$14.5M Buy
38,173
+5,808
+18% +$2.39M 7.24% 2
2022
Q1 		$14.7M Buy
32,365
+3,673
+13% +$1.64M 6.79% 1
2021
Q4 		$13.7M Buy
28,692
+5,923
+26% +$2.73M 5.56% 1
2021
Q3 		$9.81M Buy
22,769
+10,944
+93% +$4.85M 4.27% 8
2021
Q2 		$5.08M Buy
11,825
+3,720
+46% +$1.56M 2.33% 15
2021
Q1 		$3.22M Buy
8,105
+5,228
+182% +$2.02M 1.8% 20
2020
Q4 		$1.08M Buy
+2,877
New +$1.02M 0.7% 30

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Colton Groome Financial Advisors's IVV Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q3 2026, buying an estimated $5.58M and bringing the position to 101,747 shares worth $77.9M. The position accounts for 18.25% of the portfolio, ranked #1.

Colton Groome Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Colton Groome Financial Advisors held 101,747 shares of iShares Core S&P 500 ETF worth $77.9M as of Q3 2026.
  • Colton Groome Financial Advisors bought 7,317 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $5.58M.
  • iShares Core S&P 500 ETF made up 18.25% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.