Discipline Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Discipline Wealth Solutions’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	$4.97M	Sell	6,493 -301	-4%	-$230K	0.43%	45
2026 Q2	$5.09M	Buy	6,794 +123	+2%	+$89.6K	0.44%	44
2026 Q1	$4.36M	Buy	6,671 +975	+17%	+$666K	0.46%	44
2025 Q4	$3.9M	Sell	5,696 -251	-4%	-$170K	0.72%	30
2025 Q3	$3.98M	Buy	5,947 +891	+18%	+$574K	1.05%	21
2025 Q2	$3.14M	Buy	5,056 +501	+11%	+$288K	1.2%	16
2025 Q1	$2.56M	Sell	4,555 -99	-2%	-$58.5K	1.22%	15
2024 Q4	$2.74M	Buy	4,654 +99	+2%	+$58.6K	1.27%	15
2024 Q3	$2.63M	Buy	4,555 +4,172	+1,089%	+$2.32M	1.39%	13
2024 Q2	$210K	Buy	+383	New	+$201K	0.17%	27

Other funds holding IVV

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

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

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

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

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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Discipline Wealth Solutions's IVV Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q3 2026, selling an estimated $230K and leaving 6,493 shares worth $4.97M. The position accounts for 0.43% of the portfolio, ranked #45.

Discipline Wealth Solutions first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.09M in Q2 2026. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Discipline Wealth Solutions held 6,493 shares of iShares Core S&P 500 ETF worth $4.97M as of Q3 2026.
Discipline Wealth Solutions sold 301 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $230K.
iShares Core S&P 500 ETF made up 0.43% of Discipline Wealth Solutions's portfolio in Q3 2026, its #45 holding.
Discipline Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
Discipline Wealth Solutions's iShares Core S&P 500 ETF position peaked at $5.09M in Q2 2026.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.