DiNuzzo Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

DiNuzzo Private Wealth’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	$559K	Sell	730 -15	-2%	-$11.4K	0.06%	53
2026 Q2	$558K	Sell	745 -11	-1%	-$8.01K	0.06%	53
2026 Q1	$494K	Hold	756	–	–	0.05%	55
2025 Q4	$518K	Sell	756 -20	-3%	-$13.6K	0.06%	52
2025 Q3	$503K	Hold	776	–	–	0.06%	53
2025 Q2	$482K	Sell	776 -5	-0.6%	-$2.87K	0.06%	55
2025 Q1	$439K	Hold	781	–	–	0.06%	54
2024 Q4	$460K	Hold	781	–	–	0.06%	52
2024 Q3	$450K	Sell	781 -26	-3%	-$14.5K	0.06%	54
2024 Q2	$442K	Hold	807	–	–	0.06%	37
2024 Q1	$424K	Hold	807	–	–	0.06%	38
2023 Q4	$385K	Buy	+807	New	+$361K	0.05%	40

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 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

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 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

DiNuzzo Private Wealth's IVV Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q3 2026, selling an estimated $11.4K and leaving 730 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #53.

DiNuzzo Private Wealth first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,749 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

DiNuzzo Private Wealth held 730 shares of iShares Core S&P 500 ETF worth $559K as of Q3 2026.
DiNuzzo Private Wealth sold 15 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $11.4K.
iShares Core S&P 500 ETF made up 0.06% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #53 holding.
DiNuzzo Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,749 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.