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Financial Advocates Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Advocates Investment Management’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 		$5.68M Sell
8,485
-14,594
-63% -$9.4M 3.19% 5
2025
Q2 		$14.3M Sell
23,079
-581
-2% -$334K 1.17% 15
2025
Q1 		$13.3M Sell
23,660
-1,795
-7% -$1.06M 0.93% 20
2024
Q4 		$15M Buy
25,455
+6,819
+37% +$4.04M 0.85% 22
2024
Q3 		$8.19M Sell
18,636
-2,079
-10% -$1.16M 0.46% 48
2024
Q2 		$7.87M Buy
20,715
+4,748
+30% +$2.5M 0.49% 45
2024
Q1 		$7.99M Sell
15,967
-1,044
-6% -$522K 0.46% 50
2023
Q4 		$7.73M Buy
17,011
+737
+5% +$330K 0.51% 43
2023
Q3 		$6.99M Sell
16,274
-2,746
-14% -$1.23M 0.5% 44
2023
Q2 		$8.3M Sell
19,020
-18,076
-49% -$7.62M 0.59% 31
2023
Q1 		$15.2M Buy
37,096
+15,653
+73% +$6.28M 1.1% 11
2022
Q4 		$8.09M Sell
21,443
-864
-4% -$333K 0.6% 26
2022
Q3 		$7.46M Sell
22,307
-12,710
-36% -$5.08M 0.62% 31
2022
Q2 		$13.3M Sell
35,017
-4,166
-11% -$1.71M 1.08% 12
2022
Q1 		$17.8M Buy
39,183
+24,524
+167% +$11M 1.17% 10
2021
Q4 		$6.99M Sell
14,659
-297
-2% -$137K 0.44% 44
2021
Q3 		$6.44M Sell
14,956
-12,755
-46% -$5.65M 0.44% 43
2021
Q2 		$11.9M Sell
27,711
-2,972
-10% -$1.25M 0.8% 18
2021
Q1 		$12.2M Buy
30,683
+10,123
+49% +$3.92M 0.87% 19
2020
Q4 		$7.71M Sell
20,560
-12,526
-38% -$4.46M 0.53% 38
2020
Q3 		$11.1M Sell
33,086
-19,786
-37% -$6.58M 0.95% 22
2020
Q2 		$16.4M Sell
52,872
-2,574
-5% -$756K 1.55% 9
2020
Q1 		$12M Sell
55,446
-74,095
-57% -$22.7M 1.72% 7
2019
Q4 		$41.9M Buy
129,541
+2,716
+2% +$841K 4.46% 1
2019
Q3 		$37.9M Sell
126,825
-4,337
-3% -$1.29M 4.32% 1
2019
Q2 		$38.7M Buy
131,162
+8,383
+7% +$2.43M 4.48% 1
2019
Q1 		$34.9M Buy
122,779
+15,698
+15% +$4.29M 4.35% 1
2018
Q4 		$26.9M Buy
107,081
+8,903
+9% +$2.42M 3.68% 1
2018
Q3 		$28.7M Buy
98,178
+37,734
+62% +$10.8M 3.21% 2
2018
Q2 		$16.5M Buy
60,444
+7,497
+14% +$2.04M 2% 6
2018
Q1 		$14.1M Buy
52,947
+3,356
+7% +$923K 1.83% 7
2017
Q4 		$13.3M Buy
+49,591
New +$13M 1.82% 7

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 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 Advocates Investment Management's IVV Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 63% in Q3 2025, selling an estimated $9.4M and leaving 8,485 shares worth $5.68M. The position accounts for 3.19% of the portfolio, ranked #5.

Financial Advocates Investment Management first reported a position in IVV in Q4 2017 and has held it in 32 quarters since. The position peaked at $41.9M in Q4 2019. 3,677 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Financial Advocates Investment Management held 8,485 shares of iShares Core S&P 500 ETF worth $5.68M as of Q3 2025.
  • Financial Advocates Investment Management sold 14,594 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $9.4M.
  • iShares Core S&P 500 ETF made up 3.19% of Financial Advocates Investment Management's portfolio in Q3 2025, its #5 holding.
  • Financial Advocates Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares Core S&P 500 ETF position peaked at $41.9M in Q4 2019.
  • 3,677 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.