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

Fiduciary Financial 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	$1.09M	Buy	1,429 +16	+1%	+$12.2K	0.13%	107
2026 Q2	$1.06M	Sell	1,413 -101	-7%	-$73.5K	0.12%	111
2026 Q1	$989K	Buy	1,514 +92	+6%	+$62.8K	0.13%	107
2025 Q4	$974K	Buy	1,422 +28	+2%	+$19K	0.14%	101
2025 Q3	$933K	Buy	1,394 +14	+1%	+$9.02K	0.15%	94
2025 Q2	$857K	Sell	1,380 -10	-0.7%	-$5.74K	0.15%	92
2025 Q1	$733K	Buy	1,390 +108	+8%	+$63.8K	0.16%	94
2024 Q4	$748K	Sell	1,282 -31	-2%	-$18.3K	0.16%	86
2024 Q3	$756K	Buy	1,313 +139	+12%	+$77.3K	0.17%	77
2024 Q2	$667K	Buy	+1,174	New	+$617K	0.16%	83

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 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

Fiduciary Financial Group's IVV Position: Q3 2026 in Review

Fiduciary Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q3 2026, buying an estimated $12.2K and bringing the position to 1,429 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #107.

Fiduciary Financial Group first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 2,814 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Fiduciary Financial Group held 1,429 shares of iShares Core S&P 500 ETF worth $1.09M as of Q3 2026.
Fiduciary Financial Group bought 16 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $12.2K.
iShares Core S&P 500 ETF made up 0.13% of Fiduciary Financial Group's portfolio in Q3 2026, its #107 holding.
Fiduciary Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
2,814 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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