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

Fiduciary Advisors Inc’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	$2.59M	Sell	3,380 -76	-2%	-$58K	1.74%	16
2026 Q2	$2.59M	Sell	3,456 -58	-2%	-$42.2K	1.74%	17
2026 Q1	$2.3M	Sell	3,514 -166	-5%	-$113K	1.72%	18
2025 Q4	$2.52M	Sell	3,680 -50	-1%	-$34K	1.92%	15
2025 Q3	$2.5M	Buy	3,730 +164	+5%	+$106K	2.02%	15
2025 Q2	$2.21M	Buy	3,566 +41	+1%	+$23.5K	1.95%	15
2025 Q1	$1.98M	Sell	3,525 -97	-3%	-$57.3K	1.96%	16
2024 Q4	$2.13M	Buy	+3,622	New	+$2.14M	2.15%	16

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

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

Fiduciary Advisors Inc's IVV Position: Q3 2026 in Review

Fiduciary Advisors Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q3 2026, selling an estimated $58K and leaving 3,380 shares worth $2.59M. The position accounts for 1.74% of the portfolio, ranked #16.

Fiduciary Advisors Inc first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,005 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Fiduciary Advisors Inc held 3,380 shares of iShares Core S&P 500 ETF worth $2.59M as of Q3 2026.
Fiduciary Advisors Inc sold 76 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $58K.
iShares Core S&P 500 ETF made up 1.74% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #16 holding.
Fiduciary Advisors Inc first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,005 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.