Crumly & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Crumly & Associates’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	$264K	Buy	+345	New	+$263K	0.05%	176
2026 Q2	–	Sell	-419	Closed	-$274K	–	204
2026 Q1	$274K	Buy	419 +1	+0.2%	+$683	0.06%	170
2025 Q4	$287K	Buy	418 +1	+0.2%	+$679	0.06%	156
2025 Q3	$279K	Buy	+417	New	+$269K	0.06%	157
2025 Q2	–	Sell	-465	Closed	-$261K	–	173
2025 Q1	$261K	Buy	465 +30	+7%	+$17.7K	0.07%	140
2024 Q4	$256K	Hold	435	–	–	0.07%	134
2024 Q3	$251K	Buy	+435	New	+$242K	0.07%	133
2023 Q2	–	Sell	-969	Closed	-$398K	–	121
2023 Q1	$398K	Buy	+969	New	+$388K	0.17%	81

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Crumly & Associates's IVV Position: Q3 2026 in Review

Crumly & Associates opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 345 shares worth $264K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings. This is a return to the name: Crumly & Associates previously reported a position in IVV as recently as Q1 2026.

Crumly & Associates first reported a position in IVV in Q1 2023 and has held it in 8 quarters since. The position peaked at $398K in Q1 2023. 2,364 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Crumly & Associates held 345 shares of iShares Core S&P 500 ETF worth $264K as of Q3 2026.
iShares Core S&P 500 ETF was a new Crumly & Associates position in Q3 2026.
iShares Core S&P 500 ETF made up 0.05% of Crumly & Associates's portfolio in Q3 2026, its #176 holding.
Crumly & Associates first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 8 quarters since.
Crumly & Associates's iShares Core S&P 500 ETF position peaked at $398K in Q1 2023.
2,364 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.