Equita Financial Network’s iShares Core S&P 500 ETF IVV Stock Holding History

Equita Financial Network’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	$442K	Buy	577 +93	+19%	+$71K	0.13%	63
2026 Q2	$362K	Sell	484 -28	-5%	-$20.4K	0.1%	71
2026 Q1	$334K	Sell	512 -213	-29%	-$145K	0.11%	71
2025 Q4	$497K	Sell	725 -224	-24%	-$152K	0.15%	62
2025 Q3	$635K	Buy	949 +201	+27%	+$129K	0.21%	53
2025 Q2	$464K	Sell	748 -12,971	-95%	-$7.45M	0.18%	58
2025 Q1	$7.71M	Sell	13,719 -257	-2%	-$152K	2.69%	10
2024 Q4	$8.23M	Sell	13,976 -42	-0.3%	-$24.9K	2.97%	9
2024 Q3	$8.09M	Sell	14,018 -502	-3%	-$279K	2.95%	10
2024 Q2	$7.95M	Buy	14,520 +1,356	+10%	+$713K	3.32%	8
2024 Q1	$6.92M	Buy	13,164 +407	+3%	+$204K	3.11%	9
2023 Q4	$6.09M	Sell	12,757 -421	-3%	-$188K	3.25%	10
2023 Q3	$5.66M	Buy	+13,178	New	+$5.89M	3.48%	11

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Equita Financial Network's IVV Position: Q3 2026 in Review

Equita Financial Network increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q3 2026, buying an estimated $71K and bringing the position to 577 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #63.

Equita Financial Network first reported a position in IVV in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.23M in Q4 2024. 1,674 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Equita Financial Network held 577 shares of iShares Core S&P 500 ETF worth $442K as of Q3 2026.
Equita Financial Network bought 93 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $71K.
iShares Core S&P 500 ETF made up 0.13% of Equita Financial Network's portfolio in Q3 2026, its #63 holding.
Equita Financial Network first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
Equita Financial Network's iShares Core S&P 500 ETF position peaked at $8.23M in Q4 2024.
1,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.