Fairvoy Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Fairvoy Private Wealth’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	$32.8M	Buy	42,782 +15	+0%	+$11.4K	6.6%	1
2026 Q2	$32M	Buy	42,767 +17,914	+72%	+$13M	6.47%	1
2026 Q1	$16.2M	Sell	24,853 -1,328	-5%	-$907K	3.87%	1
2025 Q4	$17.9M	Buy	26,181 +231	+0.9%	+$157K	4.01%	2
2025 Q3	$17.4M	Buy	25,950 +4,970	+24%	+$3.2M	3.95%	2
2025 Q2	$13M	Sell	20,980 -1,100	-5%	-$632K	3.24%	6
2025 Q1	$12.4M	Sell	22,080 -5,886	-21%	-$3.48M	3.41%	6
2024 Q4	$16.5M	Buy	+27,966	New	+$16.6M	4.38%	2

Other funds holding IVV

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

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

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Fairvoy Private Wealth's IVV Position: Q3 2026 in Review

Fairvoy Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q3 2026, buying an estimated $11.4K and bringing the position to 42,782 shares worth $32.8M. The position accounts for 6.6% of the portfolio, ranked #1.

Fairvoy Private Wealth first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 1,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Fairvoy Private Wealth held 42,782 shares of iShares Core S&P 500 ETF worth $32.8M as of Q3 2026.
Fairvoy Private Wealth bought 15 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $11.4K.
iShares Core S&P 500 ETF made up 6.6% of Fairvoy Private Wealth's portfolio in Q3 2026, its #1 holding.
Fairvoy Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.