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

Define Financial’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	$313K	Buy	408 +1	+0.2%	+$763	0.13%	41
2026 Q2	$305K	Sell	407 -115	-22%	-$83.7K	0.14%	39
2026 Q1	$341K	Sell	522 -48	-8%	-$32.8K	0.19%	29
2025 Q4	$390K	Buy	570 +51	+10%	+$34.6K	0.22%	26
2025 Q3	$348K	Buy	519 +95	+22%	+$61.2K	0.21%	26
2025 Q2	$263K	Buy	424 +1	+0.2%	+$574	0.17%	30
2025 Q1	$227K	Buy	423 +2	+0.5%	+$1.18K	0.17%	31
2024 Q4	$248K	Buy	+421	New	+$249K	0.19%	27

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 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

Define Financial's IVV Position: Q3 2026 in Review

Define Financial increased its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q3 2026, buying an estimated $763 and bringing the position to 408 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #41.

Define Financial first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $390K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Define Financial held 408 shares of iShares Core S&P 500 ETF worth $313K as of Q3 2026.
Define Financial bought 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.13% of Define Financial's portfolio in Q3 2026, its #41 holding.
Define Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Define Financial's iShares Core S&P 500 ETF position peaked at $390K in Q4 2025.
2,480 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.