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

Edge Financial 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
2025
Q4 		$3.94M Sell
5,758
-264
-4% -$179K 1.66% 14
2025
Q3 		$4.03M Sell
6,022
-2,089
-26% -$1.35M 1.81% 13
2025
Q2 		$5.03M Sell
8,111
-1,030
-11% -$591K 2.65% 11
2025
Q1 		$5.14M Buy
+9,141
New +$5.4M 3.24% 10
2024
Q3 		– Sell
-825
Closed -$451K – 97
2024
Q2 		$451K Buy
+825
New +$434K 0.47% 53

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Edge Financial Advisors's IVV Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q4 2025, selling an estimated $179K and leaving 5,758 shares worth $3.94M. The position accounts for 1.66% of the portfolio, ranked #14.

Edge Financial Advisors first reported a position in IVV in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.14M in Q1 2025. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Edge Financial Advisors held 5,758 shares of iShares Core S&P 500 ETF worth $3.94M as of Q4 2025.
  • Edge Financial Advisors sold 264 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $179K.
  • iShares Core S&P 500 ETF made up 1.66% of Edge Financial Advisors's portfolio in Q4 2025, its #14 holding.
  • Edge Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 5 quarters since.
  • Edge Financial Advisors's iShares Core S&P 500 ETF position peaked at $5.14M in Q1 2025.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.