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Eley Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Eley Financial Management’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 		$32.6M Buy
42,603
+501
+1% +$382K 10.67% 1
2026
Q2 		$31.5M Buy
42,102
+4,114
+11% +$3M 10.21% 1
2026
Q1 		$24.8M Sell
37,988
-1,360
-3% -$929K 8.96% 2
2025
Q4 		$27M Buy
39,348
+406
+1% +$276K 9.68% 1
2025
Q3 		$26.1M Buy
38,942
+309
+0.8% +$199K 9.39% 1
2025
Q2 		$24M Buy
38,633
+2,625
+7% +$1.51M 9.21% 2
2025
Q1 		$20.3M Sell
36,008
-30
-0.1% -$17.7K 8.14% 2
2024
Q4 		$21.2M Buy
36,038
+1,323
+4% +$783K 8.27% 2
2024
Q3 		$20M Sell
34,715
-307
-0.9% -$171K 8.06% 2
2024
Q2 		$19.2M Sell
35,022
-92
-0.3% -$48.4K 8.12% 2
2024
Q1 		$18.5M Sell
35,114
-8,165
-19% -$4.09M 7.95% 2
2023
Q4 		$20.7M Buy
43,279
+1,262
+3% +$565K 9.69% 1
2023
Q3 		$18.1M Sell
42,017
-350
-0.8% -$157K 9.21% 1
2023
Q2 		$18.9M Buy
42,367
+8,298
+24% +$3.5M 9.2% 1
2023
Q1 		$14M Buy
34,069
+6
+0% +$2.41K 7.24% 2
2022
Q4 		$13.1M Buy
+34,063
New +$13.1M 7.05% 2

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Eley Financial Management's IVV Position: Q3 2026 in Review

Eley Financial Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, buying an estimated $382K and bringing the position to 42,603 shares worth $32.6M. The position accounts for 10.67% of the portfolio, ranked #1.

Eley Financial Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,480 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Eley Financial Management held 42,603 shares of iShares Core S&P 500 ETF worth $32.6M as of Q3 2026.
  • Eley Financial Management bought 501 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $382K.
  • iShares Core S&P 500 ETF made up 10.67% of Eley Financial Management's portfolio in Q3 2026, its #1 holding.
  • Eley Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,480 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Eley Financial Management's 13F filing for Q3 2026, filed 3 Nov 2026.