Fiducient Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.2M | Sell |
99,775
-15,625
| -14% | -$10.7M | 8.52% | 1 |
|
|
2025
Q4 | $79M | Buy |
115,400
+14,985
| +15% | +$10.2M | 9.8% | 1 |
|
|
2025
Q3 | $67.2M | Buy |
100,415
+1,064
| +1% | +$685K | 7.85% | 3 |
|
|
2025
Q2 | $61.7M | Buy |
99,351
+2,207
| +2% | +$1.27M | 7.55% | 2 |
|
|
2025
Q1 | $54.6M | Sell |
97,144
-25,587
| -21% | -$15.1M | 6.82% | 2 |
|
|
2024
Q4 | $72.2M | Sell |
122,731
-15,511
| -11% | -$9.18M | 8.92% | 2 |
|
|
2024
Q3 | $79.7M | Buy |
138,242
+7,856
| +6% | +$4.37M | 9.21% | 2 |
|
|
2024
Q2 | $71.4M | Buy |
130,386
+33,643
| +35% | +$17.7M | 9.85% | 2 |
|
|
2024
Q1 | $50.9M | Buy |
96,743
+512
| +0.5% | +$256K | 10.07% | 2 |
|
|
2023
Q4 | $46M | Buy |
96,231
+1,577
| +2% | +$706K | 8.62% | 3 |
|
|
2023
Q3 | $40.8M | Sell |
94,654
-4,042
| -4% | -$1.81M | 2.3% | 5 |
|
|
2023
Q2 | $44M | Buy |
98,696
+123
| +0.1% | +$51.8K | 13.46% | 2 |
|
|
2023
Q1 | $40.5M | Sell |
98,573
-6,385
| -6% | -$2.56M | 13.13% | 2 |
|
|
2022
Q4 | $40.3M | Sell |
104,958
-9,411
| -8% | -$3.63M | 11.87% | 1 |
|
|
2022
Q3 | $41M | Sell |
114,369
-2,283
| -2% | -$912K | 19.47% | 1 |
|
|
2022
Q2 | $44.2M | Buy |
116,652
+10,705
| +10% | +$4.4M | 16.61% | 1 |
|
|
2022
Q1 | $48.1M | Sell |
105,947
-276
| -0.3% | -$123K | 18.14% | 1 |
|
|
2021
Q4 | $50.7M | Sell |
106,223
-4,272
| -4% | -$1.97M | 15.37% | 2 |
|
|
2021
Q3 | $47.6M | Sell |
110,495
-6,141
| -5% | -$2.72M | 14.4% | 1 |
|
|
2021
Q2 | $50.1M | Sell |
116,636
-3,695
| -3% | -$1.55M | 15.55% | 1 |
|
|
2021
Q1 | $47.9M | Buy |
120,331
+84,519
| +236% | +$32.7M | 15.49% | 1 |
|
|
2020
Q4 | $13.4M | Buy |
35,812
+3,333
| +10% | +$1.19M | 5% | 7 |
|
|
2020
Q3 | $10.9M | Sell |
32,479
-4,275
| -12% | -$1.42M | 6.14% | 7 |
|
|
2020
Q2 | $11.4M | Sell |
36,754
-23,428
| -39% | -$6.88M | 6.89% | 6 |
|
|
2020
Q1 | $15.6M | Buy |
60,182
+24,135
| +67% | +$7.4M | 9.18% | 4 |
|
|
2019
Q4 | $11.7M | Sell |
36,047
-784
| -2% | -$243K | 6.36% | 6 |
|
|
2019
Q3 | $11M | Sell |
36,831
-280
| -0.8% | -$83.2K | 6.26% | 6 |
|
|
2019
Q2 | $10.9M | Sell |
37,111
-22,364
| -38% | -$6.48M | 6.55% | 6 |
|
|
2019
Q1 | $16.9M | Sell |
59,475
-88,812
| -60% | -$24.3M | 8.35% | 6 |
|
|
2018
Q4 | $37.3M | Sell |
148,287
-7,553
| -5% | -$2.05M | 21.41% | 1 |
|
|
2018
Q3 | $45.6M | Sell |
155,840
-8,359
| -5% | -$2.4M | 22.75% | 1 |
|
|
2018
Q2 | $44.8M | Buy |
164,199
+1,360
| +0.8% | +$370K | 22.73% | 1 |
|
|
2018
Q1 | $43.2M | Sell |
162,839
-11,904
| -7% | -$3.27M | 22.13% | 1 |
|
|
2017
Q4 | $47M | Buy |
+174,743
| New | +$45.8M | 29.89% | 1 |
|
Other funds holding IVV
Fiducient Advisors's IVV Position: Q1 2026 in Review
Fiducient Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2026, selling an estimated $10.7M and leaving 99,775 shares worth $65.2M. The position accounts for 8.52% of the portfolio, ranked #1.
Fiducient Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $79.7M in Q3 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Fiducient Advisors held 99,775 shares of iShares Core S&P 500 ETF worth $65.2M as of Q1 2026.
- Fiducient Advisors sold 15,625 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.7M.
- iShares Core S&P 500 ETF made up 8.52% of Fiducient Advisors's portfolio in Q1 2026, its #1 holding.
- Fiducient Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Fiducient Advisors's iShares Core S&P 500 ETF position peaked at $79.7M in Q3 2024.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.