FA
IVV icon

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

Financial Advisors’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
2025
Q3 		$1.85M Hold
2,771
– – 0.33% 20
2025
Q2 		$1.72M Sell
2,771
-27
-1% -$15.5K 0.32% 20
2025
Q1 		$1.57M Sell
2,798
-36
-1% -$21.3K 0.31% 21
2024
Q4 		$1.67M Hold
2,834
– – 0.32% 20
2024
Q3 		$1.63M Buy
2,834
+191
+7% +$106K 0.31% 21
2024
Q2 		$1.45M Sell
2,643
-11
-0.4% -$5.78K 0.3% 22
2024
Q1 		$1.4M Buy
2,654
+289
+12% +$145K 0.29% 22
2023
Q4 		$1.13M Hold
2,365
– – 0.25% 24
2023
Q3 		$1.02M Hold
2,365
– – 0.25% 21
2023
Q2 		$1.05M Hold
2,365
– – 0.25% 21
2023
Q1 		$972K Hold
2,365
– – 0.25% 25
2022
Q4 		$909K Sell
2,365
-1,492
-39% -$576K 0.25% 23
2022
Q3 		$1.38M Buy
3,857
+1,179
+44% +$471K 0.48% 20
2022
Q2 		$1.01M Buy
2,678
+1
+0% +$411 0.36% 19
2022
Q1 		$1.21M Buy
2,677
+1
+0% +$447 0.38% 20
2021
Q4 		$1.28M Sell
2,676
-258
-9% -$119K 0.39% 19
2021
Q3 		$1.26M Buy
2,934
+369
+14% +$164K 0.43% 19
2021
Q2 		$1.1M Buy
2,565
+233
+10% +$97.6K 0.39% 20
2021
Q1 		$928K Hold
2,332
– – 0.37% 23
2020
Q4 		$875K Sell
2,332
-25
-1% -$8.9K 0.39% 21
2020
Q3 		$792K Buy
2,357
+334
+17% +$111K 0.42% 18
2020
Q2 		$627K Buy
2,023
+509
+34% +$149K 0.35% 22
2020
Q1 		$391K Sell
1,514
-881
-37% -$270K 0.26% 32
2019
Q4 		$774K Buy
2,395
+268
+13% +$82.9K 0.44% 18
2019
Q3 		$635K Hold
2,127
– – 0.39% 21
2019
Q2 		$627K Buy
2,127
+2
+0.1% +$580 0.4% 19
2019
Q1 		$605K Buy
2,125
+1
+0% +$273 0.41% 21
2018
Q4 		$534K Buy
+2,124
New +$577K 0.43% 20

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Advisors's IVV Position: Q3 2025 in Review

Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 2,771 shares worth $1.85M. The position accounts for 0.33% of the portfolio, ranked #20.

Financial Advisors first reported a position in IVV in Q4 2018 and has held it in 28 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Financial Advisors held 2,771 shares of iShares Core S&P 500 ETF worth $1.85M as of Q3 2025.
  • Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
  • iShares Core S&P 500 ETF made up 0.33% of Financial Advisors's portfolio in Q3 2025, its #20 holding.
  • Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.