Fairman Group
IVV icon

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

Fairman 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 		$35.6M Buy
46,488
+2,372
+5% +$1.81M 25.48% 1
2026
Q2 		$33M Sell
44,116
-93
-0.2% -$67.7K 25.95% 1
2026
Q1 		$28.9M Buy
44,209
+2,162
+5% +$1.48M 24.69% 1
2025
Q4 		$28.8M Buy
42,047
+535
+1% +$363K 23.01% 1
2025
Q3 		$27.8M Buy
41,512
+3,389
+9% +$2.18M 22.38% 1
2025
Q2 		$23.7M Buy
38,123
+10,295
+37% +$5.91M 19.47% 2
2025
Q1 		$14.6M Buy
27,828
+2,838
+11% +$1.68M 13.4% 2
2024
Q4 		$14.7M Buy
24,990
+1,091
+5% +$646K 12.11% 2
2024
Q3 		$13.8M Buy
23,899
+109
+0.5% +$60.6K 12.45% 2
2024
Q2 		$13M Buy
23,790
+1,078
+5% +$567K 13.23% 2
2024
Q1 		$11.9M Sell
22,712
-801
-3% -$401K 11.28% 2
2023
Q4 		$11.2M Buy
+23,513
New +$10.5M 10.73% 3

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

Fairman Group's IVV Position: Q3 2026 in Review

Fairman Group increased its iShares Core S&P 500 ETF (IVV) stake by 5.4% in Q3 2026, buying an estimated $1.81M and bringing the position to 46,488 shares worth $35.6M. The position accounts for 25.48% of the portfolio, ranked #1.

Fairman Group first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 2,480 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Fairman Group held 46,488 shares of iShares Core S&P 500 ETF worth $35.6M as of Q3 2026.
  • Fairman Group bought 2,372 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.81M.
  • iShares Core S&P 500 ETF made up 25.48% of Fairman Group's portfolio in Q3 2026, its #1 holding.
  • Fairman Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,480 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.