Elm3 Financial Group
IVV icon

Elm3 Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Elm3 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 		$505K Buy
659
+58
+10% +$44.3K 0.34% 77
2026
Q2 		$450K Sell
601
-20
-3% -$14.6K 0.31% 76
2026
Q1 		$406K Sell
621
-28
-4% -$19.1K 0.34% 80
2025
Q4 		$445K Sell
649
-242
-27% -$164K 0.37% 68
2025
Q3 		$596K Sell
891
-26
-3% -$16.7K 0.49% 44
2025
Q2 		$569K Sell
917
-202
-18% -$116K 0.47% 44
2025
Q1 		$629K Sell
1,119
-270
-19% -$159K 0.55% 39
2024
Q4 		$818K Buy
+1,389
New +$822K 0.7% 35

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US Bancorp
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Squarepoint
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Fidelity Investments
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elm3 Financial Group's IVV Position: Q3 2026 in Review

Elm3 Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q3 2026, buying an estimated $44.3K and bringing the position to 659 shares worth $505K. The position accounts for 0.34% of the portfolio, ranked #77.

Elm3 Financial Group first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $818K in Q4 2024. 2,934 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Elm3 Financial Group held 659 shares of iShares Core S&P 500 ETF worth $505K as of Q3 2026.
  • Elm3 Financial Group bought 58 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $44.3K.
  • iShares Core S&P 500 ETF made up 0.34% of Elm3 Financial Group's portfolio in Q3 2026, its #77 holding.
  • Elm3 Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • Elm3 Financial Group's iShares Core S&P 500 ETF position peaked at $818K in Q4 2024.
  • 2,934 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.