Cove Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Cove Private Wealth’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	$5.41M	Buy	7,061 +777	+12%	+$593K	0.95%	20
2026 Q2	$4.71M	Buy	6,284 +1,749	+39%	+$1.27M	0.91%	24
2026 Q1	$2.96M	Buy	4,535 +3,343	+280%	+$2.28M	0.67%	28
2025 Q4	$816K	Hold	1,192	–	–	0.24%	79
2025 Q3	$798K	Hold	1,192	–	–	0.25%	83
2025 Q2	$740K	Buy	1,192 +583	+96%	+$335K	0.26%	84
2025 Q1	$342K	Buy	+609	New	+$360K	0.18%	102

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Cove Private Wealth's IVV Position: Q3 2026 in Review

Cove Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, buying an estimated $593K and bringing the position to 7,061 shares worth $5.41M. The position accounts for 0.95% of the portfolio, ranked #20.

Cove Private Wealth first reported a position in IVV in Q1 2025 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Cove Private Wealth held 7,061 shares of iShares Core S&P 500 ETF worth $5.41M as of Q3 2026.
Cove Private Wealth bought 777 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $593K.
iShares Core S&P 500 ETF made up 0.95% of Cove Private Wealth's portfolio in Q3 2026, its #20 holding.
Cove Private Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.