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

Dupree Financial Group’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	$300K	Buy	391 +6	+2%	+$4.58K	0.11%	69
2026 Q2	$289K	Sell	385 -1	-0.3%	-$728	0.11%	68
2026 Q1	$252K	Buy	386 +6	+2%	+$4.1K	0.1%	66
2025 Q4	$260K	Buy	380 +12	+3%	+$8.15K	0.09%	69
2025 Q3	$246K	Buy	368 +12	+3%	+$7.73K	0.09%	63
2025 Q2	$221K	Sell	356 -56	-14%	-$32.2K	0.09%	66
2025 Q1	$231K	Buy	+412	New	+$243K	0.09%	66

Other funds holding IVV

FFA

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

AWE

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Dupree Financial Group's IVV Position: Q3 2026 in Review

Dupree Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q3 2026, buying an estimated $4.58K and bringing the position to 391 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #69.

Dupree Financial Group first reported a position in IVV in Q1 2025 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Dupree Financial Group held 391 shares of iShares Core S&P 500 ETF worth $300K as of Q3 2026.
Dupree Financial Group bought 6 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.58K.
iShares Core S&P 500 ETF made up 0.11% of Dupree Financial Group's portfolio in Q3 2026, its #69 holding.
Dupree Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.