Eclectic Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Eclectic Associates’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	$549K	Buy	717 +1	+0.1%	+$763	0.06%	98
2026 Q2	$536K	Sell	716 -177	-20%	-$129K	0.06%	97
2026 Q1	$583K	Buy	893 +232	+35%	+$158K	0.08%	97
2025 Q4	$452K	Sell	661 -253	-28%	-$172K	0.07%	96
2025 Q3	$612K	Buy	914 +1	+0.1%	+$644	0.11%	79
2025 Q2	$567K	Hold	913	–	–	0.12%	79
2025 Q1	$513K	Buy	913 +47	+5%	+$27.8K	0.14%	81
2024 Q4	$510K	Buy	+866	New	+$513K	0.15%	83

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

Eclectic Associates's IVV Position: Q3 2026 in Review

Eclectic Associates increased its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q3 2026, buying an estimated $763 and bringing the position to 717 shares worth $549K. The position accounts for 0.06% of the portfolio, ranked #98.

Eclectic Associates first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $612K in Q3 2025. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Eclectic Associates held 717 shares of iShares Core S&P 500 ETF worth $549K as of Q3 2026.
Eclectic Associates bought 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.06% of Eclectic Associates's portfolio in Q3 2026, its #98 holding.
Eclectic Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Eclectic Associates's iShares Core S&P 500 ETF position peaked at $612K in Q3 2025.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.