Encompass More Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Encompass More Asset 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	$420K	Buy	548 +99	+22%	+$75.5K	0.06%	166
2026 Q2	$336K	Hold	449	–	–	0.05%	208
2026 Q1	$293K	Sell	449 -6,240	-93%	-$4.26M	0.05%	193
2025 Q4	$4.58M	Buy	6,689 +43	+0.6%	+$29.2K	0.84%	28
2025 Q3	$4.45M	Sell	6,646 -265	-4%	-$171K	0.85%	27
2025 Q2	$4.29M	Buy	6,911 +989	+17%	+$568K	1%	25
2025 Q1	$3.33M	Buy	5,922 +703	+13%	+$415K	0.99%	28
2024 Q4	$3.07M	Buy	+5,219	New	+$3.09M	1.01%	24
2024 Q2	–	Sell	-1,851	Closed	-$973K	–	119
2024 Q1	$973K	Buy	1,851 +473	+34%	+$237K	0.81%	29
2023 Q4	$658K	Buy	+1,378	New	+$617K	0.74%	38

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Encompass More Asset Management's IVV Position: Q3 2026 in Review

Encompass More Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q3 2026, buying an estimated $75.5K and bringing the position to 548 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #166.

Encompass More Asset Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.58M in Q4 2025. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Encompass More Asset Management held 548 shares of iShares Core S&P 500 ETF worth $420K as of Q3 2026.
Encompass More Asset Management bought 99 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $75.5K.
iShares Core S&P 500 ETF made up 0.06% of Encompass More Asset Management's portfolio in Q3 2026, its #166 holding.
Encompass More Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Encompass More Asset Management's iShares Core S&P 500 ETF position peaked at $4.58M in Q4 2025.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.