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DDFG Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

DDFG Inc’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 		$1.13M Buy
1,471
+3
+0.2% +$2.29K 0.22% 40
2026
Q2 		$1.1M Sell
1,468
-42
-3% -$30.6K 0.22% 40
2026
Q1 		$986K Buy
1,510
+11
+0.7% +$7.51K 0.21% 39
2025
Q4 		$1.03M Buy
1,499
+2
+0.1% +$1.36K 0.22% 39
2025
Q3 		$1M Sell
1,497
-84
-5% -$54.1K 0.23% 38
2025
Q2 		$982K Buy
1,581
+1
+0.1% +$574 0.25% 37
2025
Q1 		$888K Buy
1,580
+97
+7% +$57.3K 0.25% 39
2024
Q4 		$873K Buy
1,483
+2
+0.1% +$1.18K 0.25% 37
2024
Q3 		$854K Buy
1,481
+52
+4% +$28.9K 0.24% 38
2024
Q2 		$782K Buy
1,429
+2
+0.1% +$1.05K 0.24% 36
2024
Q1 		$750K Buy
1,427
+120
+9% +$60K 0.24% 35
2023
Q4 		$624K Sell
1,307
-132
-9% -$59.1K 0.21% 39
2023
Q3 		$618K Sell
1,439
-19
-1% -$8.5K 0.23% 37
2023
Q2 		$650K Buy
1,458
+2
+0.1% +$843 0.24% 34
2023
Q1 		$598K Buy
1,456
+2
+0.1% +$802 0.23% 35
2022
Q4 		$558K Buy
+1,454
New +$561K 0.23% 39

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

DDFG Inc's IVV Position: Q3 2026 in Review

DDFG Inc increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q3 2026, buying an estimated $2.29K and bringing the position to 1,471 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #40.

DDFG Inc first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • DDFG Inc held 1,471 shares of iShares Core S&P 500 ETF worth $1.13M as of Q3 2026.
  • DDFG Inc bought 3 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.29K.
  • iShares Core S&P 500 ETF made up 0.22% of DDFG Inc's portfolio in Q3 2026, its #40 holding.
  • DDFG Inc first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.