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

Fiduciary Planning’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 		$12.9M Buy
16,891
+2,256
+15% +$1.72M 3.33% 11
2026
Q2 		$11M Buy
14,635
+4,919
+51% +$3.58M 2.87% 12
2026
Q1 		$6.35M Buy
9,716
+1,065
+12% +$727K 1.92% 15
2025
Q4 		$5.93M Buy
8,651
+106
+1% +$72K 1.8% 15
2025
Q3 		$5.72M Buy
8,545
+507
+6% +$327K 1.75% 14
2025
Q2 		$4.99M Sell
8,038
-327
-4% -$188K 1.65% 14
2025
Q1 		$4.7M Buy
8,365
+491
+6% +$290K 1.55% 16
2024
Q4 		$4.64M Buy
7,874
+334
+4% +$198K 1.51% 16
2024
Q3 		$4.35M Buy
7,540
+311
+4% +$173K 1.48% 16
2024
Q2 		$3.96M Buy
+7,229
New +$3.8M 1.42% 17
2022
Q3 		– Sell
-640
Closed -$243K – 39
2022
Q2 		$243K Sell
640
-163
-20% -$67K 0.12% 37
2022
Q1 		$364K Sell
803
-789
-50% -$353K 0.2% 31
2021
Q4 		$759K Sell
1,592
-15,625
-91% -$7.2M 0.43% 28
2021
Q3 		$7.42M Buy
17,217
+11,200
+186% +$4.96M 3.95% 6
2021
Q2 		$2.59M Buy
+6,017
New +$2.52M 2.24% 11

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
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Fiduciary Planning's IVV Position: Q3 2026 in Review

Fiduciary Planning increased its iShares Core S&P 500 ETF (IVV) stake by 15% in Q3 2026, buying an estimated $1.72M and bringing the position to 16,891 shares worth $12.9M. The position accounts for 3.33% of the portfolio, ranked #11.

Fiduciary Planning first reported a position in IVV in Q2 2021 and has held it in 15 quarters since. 2,381 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Fiduciary Planning held 16,891 shares of iShares Core S&P 500 ETF worth $12.9M as of Q3 2026.
  • Fiduciary Planning bought 2,256 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.72M.
  • iShares Core S&P 500 ETF made up 3.33% of Fiduciary Planning's portfolio in Q3 2026, its #11 holding.
  • Fiduciary Planning first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 15 quarters since.
  • 2,381 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.