Emerald Advisors
IVV icon

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

Emerald 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
2026
Q3 		$13.3M Buy
17,369
+145
+0.8% +$111K 1.7% 4
2026
Q2 		$12.9M Buy
17,224
+874
+5% +$636K 1.62% 4
2026
Q1 		$10.7M Buy
16,350
+2,372
+17% +$1.62M 1.32% 4
2025
Q4 		$9.6M Buy
13,978
+1,700
+14% +$1.15M 1.3% 4
2025
Q3 		$8.22M Buy
12,278
+360
+3% +$232K 1.09% 7
2025
Q2 		$7.4M Buy
11,918
+512
+4% +$294K 0.95% 7
2025
Q1 		$6.41M Buy
11,406
+241
+2% +$142K 0.85% 7
2024
Q4 		$6.57M Buy
11,165
+148
+1% +$87.6K 0.91% 7
2024
Q3 		$6.47M Buy
11,017
+141
+1% +$78.4K 0.94% 7
2024
Q2 		$5.95M Sell
10,876
-640
-6% -$337K 0.9% 7
2024
Q1 		$6.05M Sell
11,516
-141
-1% -$70.6K 1.08% 6
2023
Q4 		$5.57M Buy
11,657
+120
+1% +$53.7K 1.06% 5
2023
Q3 		$4.95M Sell
11,537
-43
-0.4% -$19.2K 1.15% 5
2023
Q2 		$5.16M Buy
11,580
+556
+5% +$234K 1.24% 5
2023
Q1 		$4.53M Buy
11,024
+1,153
+12% +$462K 1.17% 5
2022
Q4 		$3.79M Buy
9,871
+1,051
+12% +$406K 1.05% 7
2022
Q3 		$3.16M Sell
8,820
-113
-1% -$45.1K 0.92% 7
2022
Q2 		$3.39M Buy
8,933
+372
+4% +$153K 0.95% 7
2022
Q1 		$3.88M Buy
8,561
+252
+3% +$113K 0.91% 5
2021
Q4 		$3.96M Sell
8,309
-622
-7% -$287K 0.96% 5
2021
Q3 		$3.85M Buy
8,931
+381
+4% +$169K 1.1% 7
2021
Q2 		$3.68M Buy
8,550
+1,490
+21% +$624K 1.15% 7
2021
Q1 		$2.81M Buy
7,060
+1,475
+26% +$571K 1.02% 8
2020
Q4 		$2.1M Sell
5,585
-139
-2% -$49.5K 0.72% 14
2020
Q3 		$1.92M Buy
5,724
+252
+5% +$83.9K 0.74% 15
2020
Q2 		$1.7M Buy
5,472
+300
+6% +$88.1K 0.75% 14
2020
Q1 		$1.52M Buy
5,172
+3,038
+142% +$931K 0.69% 13
2019
Q4 		$693K Buy
+2,134
New +$660K 0.66% 20

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Emerald Advisors's IVV Position: Q3 2026 in Review

Emerald Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.84% in Q3 2026, buying an estimated $111K and bringing the position to 17,369 shares worth $13.3M. The position accounts for 1.7% of the portfolio, ranked #4.

Emerald Advisors first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Emerald Advisors held 17,369 shares of iShares Core S&P 500 ETF worth $13.3M as of Q3 2026.
  • Emerald Advisors bought 145 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $111K.
  • iShares Core S&P 500 ETF made up 1.7% of Emerald Advisors's portfolio in Q3 2026, its #4 holding.
  • Emerald Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.