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

Ehrlich 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	$1.7M	Sell	2,219 -69	-3%	-$52.7K	0.88%	31
2026 Q2	$1.71M	Sell	2,288 -80	-3%	-$58.3K	0.88%	33
2026 Q1	$1.55M	Sell	2,368 -498	-17%	-$340K	0.89%	34
2025 Q4	$1.96M	Sell	2,866 -49	-2%	-$33.3K	1.12%	26
2025 Q3	$1.95M	Sell	2,915 -163	-5%	-$105K	1.16%	24
2025 Q2	$1.91M	Sell	3,078 -177	-5%	-$102K	1.24%	24
2025 Q1	$1.83M	Sell	3,255 -1,367	-30%	-$807K	1.33%	22
2024 Q4	$2.72M	Buy	4,622 +568	+14%	+$336K	1.93%	14
2024 Q3	$2.34M	Buy	4,054 +727	+22%	+$404K	1.67%	19
2024 Q2	$1.82M	Buy	3,327 +208	+7%	+$109K	1.44%	19
2024 Q1	$1.64M	Sell	3,119 -4,941	-61%	-$2.47M	1.38%	23
2023 Q4	$3.85M	Buy	+8,060	New	+$3.61M	3.86%	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

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

Ehrlich Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q3 2026, selling an estimated $52.7K and leaving 2,219 shares worth $1.7M. The position accounts for 0.88% of the portfolio, ranked #31.

Ehrlich Financial Group first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.85M in Q4 2023. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Ehrlich Financial Group held 2,219 shares of iShares Core S&P 500 ETF worth $1.7M as of Q3 2026.
Ehrlich Financial Group sold 69 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $52.7K.
iShares Core S&P 500 ETF made up 0.88% of Ehrlich Financial Group's portfolio in Q3 2026, its #31 holding.
Ehrlich Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's iShares Core S&P 500 ETF position peaked at $3.85M in Q4 2023.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.