Crown Wealth Group
IVV icon

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

Crown Wealth 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 		$1.64M Buy
2,139
+50
+2% +$38.2K 0.41% 37
2026
Q2 		$1.56M Buy
2,089
+116
+6% +$84.5K 0.4% 35
2026
Q1 		$1.29M Sell
1,973
-149
-7% -$102K 0.38% 41
2025
Q4 		$1.45M Sell
2,122
-2
-0.1% -$1.36K 0.41% 41
2025
Q3 		$1.42M Buy
2,124
+17
+0.8% +$10.9K 0.43% 36
2025
Q2 		$1.31M Sell
2,107
-217
-9% -$125K 0.49% 31
2025
Q1 		$1.31M Sell
2,324
-787
-25% -$465K 0.68% 25
2024
Q4 		$1.83M Buy
3,111
+1,610
+107% +$953K 0.74% 24
2024
Q3 		$866K Sell
1,501
-3,867
-72% -$2.15M 0.38% 45
2024
Q2 		$2.94M Sell
5,368
-191
-3% -$100K 1.47% 17
2024
Q1 		$2.92M Buy
5,559
+238
+4% +$119K 1.51% 16
2023
Q4 		$2.54M Buy
5,321
+46
+0.9% +$20.6K 1.53% 15
2023
Q3 		$2.27M Sell
5,275
-22
-0.4% -$9.8K 1.7% 13
2023
Q2 		$2.36M Sell
5,297
-3
-0.1% -$1.26K 1.86% 14
2023
Q1 		$2.18M Sell
5,300
-534
-9% -$214K 1.82% 15
2022
Q4 		$2.24M Sell
5,834
-259
-4% -$100K 2.11% 12
2022
Q3 		$2.18M Sell
6,093
-314
-5% -$125K 2.24% 12
2022
Q2 		$2.43M Buy
6,407
+230
+4% +$94.6K 2.2% 10
2022
Q1 		$2.8M Sell
6,177
-3,550
-36% -$1.59M 1.95% 12
2021
Q4 		$4.64M Buy
+9,727
New +$4.48M 4.31% 5

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
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 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

Crown Wealth Group's IVV Position: Q3 2026 in Review

Crown Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q3 2026, buying an estimated $38.2K and bringing the position to 2,139 shares worth $1.64M. The position accounts for 0.41% of the portfolio, ranked #37.

Crown Wealth Group first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.64M in Q4 2021. 1,990 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Crown Wealth Group held 2,139 shares of iShares Core S&P 500 ETF worth $1.64M as of Q3 2026.
  • Crown Wealth Group bought 50 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $38.2K.
  • iShares Core S&P 500 ETF made up 0.41% of Crown Wealth Group's portfolio in Q3 2026, its #37 holding.
  • Crown Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Crown Wealth Group's iShares Core S&P 500 ETF position peaked at $4.64M in Q4 2021.
  • 1,990 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.