Echo45 Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Echo45 Advisors’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	$546K	Buy	713 +318	+81%	+$243K	0.25%	52
2026 Q2	$296K	Hold	395	–	–	0.15%	58
2026 Q1	$258K	Hold	395	–	–	0.15%	62
2025 Q4	$271K	Hold	395	–	–	0.15%	58
2025 Q3	$264K	Buy	+395	New	+$254K	0.16%	43

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

Echo45 Advisors's IVV Position: Q3 2026 in Review

Echo45 Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 81% in Q3 2026, buying an estimated $243K and bringing the position to 713 shares worth $546K. The position accounts for 0.25% of the portfolio, ranked #52.

Echo45 Advisors first reported a position in IVV in Q3 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Echo45 Advisors held 713 shares of iShares Core S&P 500 ETF worth $546K as of Q3 2026.
Echo45 Advisors bought 318 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $243K.
iShares Core S&P 500 ETF made up 0.25% of Echo45 Advisors's portfolio in Q3 2026, its #52 holding.
Echo45 Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.