Cypress Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Cypress Financial Planning’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	$42.4M	Buy	55,415 +305	+0.6%	+$233K	11.36%	1
2026 Q2	$41.3M	Buy	55,110 +2,536	+5%	+$1.85M	10%	1
2026 Q1	$34.3M	Buy	52,574 +1,524	+3%	+$1.04M	9.47%	4
2025 Q4	$35.2M	Buy	51,050 +234	+0.5%	+$159K	9.72%	2
2025 Q3	$34M	Sell	50,816 -1,003	-2%	-$646K	10.37%	2
2025 Q2	$32.2M	Buy	51,819 +1,544	+3%	+$887K	10.5%	2
2025 Q1	$28.2M	Sell	50,275 -5,147	-9%	-$3.04M	10.08%	2
2024 Q4	$32.6M	Sell	55,422 -970	-2%	-$574K	11.97%	1
2024 Q3	$32.5M	Sell	56,392 -3,614	-6%	-$2.01M	12.03%	2
2024 Q2	$32.8M	Buy	60,006 +963	+2%	+$506K	13.59%	1
2024 Q1	$31M	Buy	59,043 +21,553	+57%	+$10.8M	14.2%	2
2023 Q4	$17.6M	Sell	37,490 -21,694	-37%	-$9.7M	15.98%	2
2023 Q3	$25.4M	Sell	59,184 -3,567	-6%	-$1.6M	14.52%	2
2023 Q2	$28M	Buy	62,751 +60	+0.1%	+$25.3K	15.86%	2
2023 Q1	$25.9M	Buy	62,691 +3,041	+5%	+$1.22M	15.75%	2
2022 Q4	$22.8M	Buy	59,650 +642	+1%	+$248K	15.24%	2
2022 Q3	$21.2M	Buy	59,008 +3,767	+7%	+$1.5M	15.02%	2
2022 Q2	$20.9M	Buy	+55,241	New	+$22.7M	14.35%	2

Other funds holding IVV

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

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Cypress Financial Planning's IVV Position: Q3 2026 in Review

Cypress Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 0.55% in Q3 2026, buying an estimated $233K and bringing the position to 55,415 shares worth $42.4M. The position accounts for 11.36% of the portfolio, ranked #1.

Cypress Financial Planning first reported a position in IVV in Q2 2022 and has held it in 18 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Cypress Financial Planning held 55,415 shares of iShares Core S&P 500 ETF worth $42.4M as of Q3 2026.
Cypress Financial Planning bought 305 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $233K.
iShares Core S&P 500 ETF made up 11.36% of Cypress Financial Planning's portfolio in Q3 2026, its #1 holding.
Cypress Financial Planning first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.