Fiduciary Alliance
IVV icon

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

Fiduciary Alliance’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 		$2.58M Sell
3,369
-1,088
-24% -$830K 0.19% 123
2026
Q2 		$3.34M Buy
4,457
+348
+8% +$253K 0.23% 121
2026
Q1 		$2.89M Buy
4,109
+1,308
+47% +$893K 0.17% 134
2025
Q4 		$1.92M Buy
2,801
+452
+19% +$307K 0.13% 164
2025
Q3 		$1.57M Buy
2,349
+59
+3% +$38K 0.11% 184
2025
Q2 		$1.42M Buy
2,290
+904
+65% +$519K 0.11% 180
2025
Q1 		$779K Buy
1,386
+171
+14% +$101K 0.08% 196
2024
Q4 		$716K Buy
1,215
+220
+22% +$130K 0.07% 196
2024
Q3 		$574K Sell
995
-24
-2% -$13.3K 0.08% 145
2024
Q2 		$563K Buy
1,019
+4
+0.4% +$2.1K 0.09% 119
2024
Q1 		$533K Sell
1,015
-301
-23% -$151K 0.09% 118
2023
Q4 		$629K Sell
1,316
-414
-24% -$185K 0.12% 98
2023
Q3 		$743K Buy
1,730
+84
+5% +$37.6K 0.17% 76
2023
Q2 		$734K Buy
1,646
+1,032
+168% +$435K 0.16% 79
2023
Q1 		$252K Sell
614
-115
-16% -$46.1K 0.06% 122
2022
Q4 		$280K Buy
+729
New +$281K 0.07% 118

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Fiduciary Alliance's IVV Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q3 2026, selling an estimated $830K and leaving 3,369 shares worth $2.58M. The position accounts for 0.19% of the portfolio, ranked #123.

Fiduciary Alliance first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.34M in Q2 2026. 1,161 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Fiduciary Alliance held 3,369 shares of iShares Core S&P 500 ETF worth $2.58M as of Q3 2026.
  • Fiduciary Alliance sold 1,088 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $830K.
  • iShares Core S&P 500 ETF made up 0.19% of Fiduciary Alliance's portfolio in Q3 2026, its #123 holding.
  • Fiduciary Alliance first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's iShares Core S&P 500 ETF position peaked at $3.34M in Q2 2026.
  • 1,161 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.