Cravens & Co Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cravens & Co 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	$689K	Hold	900	–	–	0.47%	43
2026 Q2	$674K	Hold	900	–	–	0.45%	44
2026 Q1	$588K	Hold	900	–	–	0.38%	42
2025 Q4	$627K	Hold	900	–	–	0.41%	41
2025 Q3	$602K	Hold	900	–	–	0.41%	42
2025 Q2	$559K	Hold	900	–	–	0.42%	39
2025 Q1	$506K	Hold	900	–	–	0.39%	42
2024 Q4	$530K	Hold	900	–	–	0.4%	41
2024 Q3	$519K	Hold	900	–	–	0.4%	41
2024 Q2	$493K	Hold	900	–	–	0.37%	44
2024 Q1	$473K	Hold	900	–	–	0.39%	46
2023 Q4	$430K	Hold	900	–	–	0.37%	47
2023 Q3	$386K	Hold	900	–	–	0.36%	49
2023 Q2	$401K	Hold	900	–	–	0.37%	49
2023 Q1	$370K	Hold	900	–	–	0.35%	50
2022 Q4	$346K	Buy	+900	New	+$347K	0.32%	56

Other funds holding IVV

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

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

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Cravens & Co Advisors's IVV Position: Q3 2026 in Review

Cravens & Co Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 900 shares worth $689K. The position accounts for 0.47% of the portfolio, ranked #43.

Cravens & Co Advisors first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,907 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Cravens & Co Advisors held 900 shares of iShares Core S&P 500 ETF worth $689K as of Q3 2026.
Cravens & Co Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.47% of Cravens & Co Advisors's portfolio in Q3 2026, its #43 holding.
Cravens & Co Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
2,907 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cravens & Co Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.