Compton Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Compton Wealth Advisory Group’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	$988K	Hold	1,287	–	–	0.2%	55
2026 Q2	$964K	Hold	1,287	–	–	0.19%	56
2026 Q1	$847K	Hold	1,287	–	–	0.19%	57
2025 Q4	$882K	Hold	1,287	–	–	0.19%	57
2025 Q3	$862K	Hold	1,287	–	–	0.2%	56
2025 Q2	$799K	Hold	1,287	–	–	0.2%	55
2025 Q1	$723K	Hold	1,287	–	–	0.2%	58
2024 Q4	$758K	Sell	1,287 -568	-31%	-$336K	0.2%	66
2024 Q3	$1.07M	Hold	1,855	–	–	0.27%	60
2024 Q2	$1.02M	Hold	1,855	–	–	0.27%	57
2024 Q1	$975K	Buy	1,855 +568	+44%	+$284K	0.27%	58
2023 Q4	$615K	Hold	1,287	–	–	0.19%	58
2023 Q3	$553K	Buy	1,287 +18	+1%	+$8.05K	0.19%	64
2023 Q2	$566K	Hold	1,269	–	–	0.19%	63
2023 Q1	$522K	Hold	1,269	–	–	0.18%	65
2022 Q4	$488K	Hold	1,269	–	–	0.19%	70
2022 Q3	$455K	Hold	1,269	–	–	0.19%	69
2022 Q2	$481K	Hold	1,269	–	–	0.21%	74
2022 Q1	$576K	Hold	1,269	–	–	0.22%	75
2021 Q4	$605K	Hold	1,269	–	–	0.26%	60
2021 Q3	$547K	Hold	1,269	–	–	0.26%	60
2021 Q2	$546K	Buy	1,269 +4	+0.3%	+$1.68K	0.25%	59
2021 Q1	$503K	Hold	1,265	–	–	0.29%	59
2020 Q4	$475K	Hold	1,265	–	–	0.3%	55
2020 Q3	$425K	Buy	1,265 +2	+0.2%	+$666	0.32%	56
2020 Q2	$391K	Buy	1,263 +3	+0.2%	+$881	0.42%	57
2020 Q1	$326K	Hold	1,260	–	–	0.42%	50
2019 Q4	$407K	Buy	+1,260	New	+$390K	0.36%	48

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

Compton Wealth Advisory Group's IVV Position: Q3 2026 in Review

Compton Wealth Advisory Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,287 shares worth $988K. The position accounts for 0.2% of the portfolio, ranked #55.

Compton Wealth Advisory Group first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.07M in Q3 2024. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Compton Wealth Advisory Group held 1,287 shares of iShares Core S&P 500 ETF worth $988K as of Q3 2026.
Compton Wealth Advisory Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.2% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #55 holding.
Compton Wealth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
Compton Wealth Advisory Group's iShares Core S&P 500 ETF position peaked at $1.07M in Q3 2024.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.