Diversified Enterprises’s iShares Core S&P 500 ETF IVV Stock Holding History

Diversified Enterprises’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	$65.6M	Buy	85,644 +943	+1%	+$720K	3.04%	5
2026 Q2	$63.4M	Buy	84,701 +75	+0.1%	+$54.6K	3.07%	6
2026 Q1	$55.3M	Sell	84,626 -563	-0.7%	-$384K	3.03%	5
2025 Q4	$58.3M	Sell	85,189 -1,329	-2%	-$902K	3.47%	6
2025 Q3	$57.9M	Buy	86,518 +157	+0.2%	+$101K	3.9%	6
2025 Q2	$53.6M	Sell	86,361 -8,114	-9%	-$4.66M	4%	5
2025 Q1	$53.1M	Buy	94,475 +4,504	+5%	+$2.66M	4.47%	4
2024 Q4	$53M	Buy	89,971 +2,336	+3%	+$1.38M	5.04%	3
2024 Q3	$50.5M	Buy	+87,635	New	+$48.7M	5.55%	4

Other funds holding IVV

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

AIA Group Hong Kong $8.11B AUM 23.7% 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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Diversified Enterprises's IVV Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, buying an estimated $720K and bringing the position to 85,644 shares worth $65.6M. The position accounts for 3.04% of the portfolio, ranked #5.

Diversified Enterprises first reported a position in IVV in Q3 2024 and has held it in 9 quarters since. 2,064 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Diversified Enterprises held 85,644 shares of iShares Core S&P 500 ETF worth $65.6M as of Q3 2026.
Diversified Enterprises bought 943 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $720K.
iShares Core S&P 500 ETF made up 3.04% of Diversified Enterprises's portfolio in Q3 2026, its #5 holding.
Diversified Enterprises first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
2,064 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.