Elevation Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Elevation Wealth Partners’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	$23K	Hold	30	–	–	0.01%	636
2026 Q2	$22.5K	Hold	30	–	–	0.01%	551
2026 Q1	$19.6K	Sell	30 -32	-52%	-$21.9K	0.01%	382
2025 Q4	$42.5K	Hold	62	–	–	0.02%	264
2025 Q3	$41.5K	Sell	62 -12	-16%	-$7.73K	0.01%	263
2025 Q2	$45.9K	Sell	74 -21	-22%	-$12.1K	0.02%	244
2025 Q1	$53.4K	Sell	95 -31	-25%	-$18.3K	0.02%	220
2024 Q4	$74.2K	Buy	126 +21	+20%	+$12.4K	0.03%	193
2024 Q3	$60.6K	Hold	105	–	–	0.03%	206
2024 Q2	$57.5K	Hold	105	–	–	0.03%	204
2024 Q1	$55.2K	Hold	105	–	–	0.03%	210
2023 Q4	$45.1K	Hold	105	–	–	0.03%	219
2023 Q3	$45.1K	Hold	105	–	–	0.04%	160
2023 Q2	$46.8K	Hold	105	–	–	0.04%	160
2023 Q1	$43.2K	Buy	+105	New	+$42.1K	0.04%	175

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Elevation Wealth Partners's IVV Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 30 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #636.

Elevation Wealth Partners first reported a position in IVV in Q1 2023 and has held it in 15 quarters since. The position peaked at $74.2K in Q4 2024. 2,430 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Elevation Wealth Partners held 30 shares of iShares Core S&P 500 ETF worth $23K as of Q3 2026.
Elevation Wealth Partners left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #636 holding.
Elevation Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares Core S&P 500 ETF position peaked at $74.2K in Q4 2024.
2,430 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.