Crescent Sterling
IVV icon

Crescent Sterling’s iShares Core S&P 500 ETF IVV Stock Holding History

Crescent Sterling’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 		$281K Hold
367
– – 0.23% 79
2026
Q2 		$275K Buy
367
+43
+13% +$31.3K 0.25% 79
2026
Q1 		$212K Buy
+324
New +$221K 0.21% 80

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Crescent Sterling's IVV Position: Q3 2026 in Review

Crescent Sterling held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 367 shares worth $281K. The position accounts for 0.23% of the portfolio, ranked #79.

Crescent Sterling first reported a position in IVV in Q1 2026 and has held it in 3 quarters since. 1,913 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Crescent Sterling held 367 shares of iShares Core S&P 500 ETF worth $281K as of Q3 2026.
  • Crescent Sterling left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.23% of Crescent Sterling's portfolio in Q3 2026, its #79 holding.
  • Crescent Sterling first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,913 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Crescent Sterling's 13F filing for Q3 2026, filed 16 Oct 2026.