Financial Freedom LLC
IVV icon

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

Financial Freedom LLC’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 		$795K Buy
1,039
+3
+0.3% +$2.29K 0.36% 55
2026
Q2 		$776K Buy
1,036
+205
+25% +$149K 0.36% 56
2026
Q1 		$543K Buy
831
+400
+93% +$273K 0.27% 61
2025
Q4 		$295K Buy
431
+210
+95% +$143K 0.15% 85
2025
Q3 		$148K Buy
221
+5
+2% +$3.22K 0.07% 118
2025
Q2 		$134K Buy
216
+1
+0.5% +$574 0.07% 121
2025
Q1 		$121K Hold
215
– – 0.07% 123
2024
Q4 		$127K Buy
215
+1
+0.5% +$592 0.07% 119
2024
Q3 		$124K Hold
214
– – 0.07% 126
2024
Q2 		$117K Hold
214
– – 0.07% 126
2024
Q1 		$112K Buy
214
+1
+0.5% +$500 0.07% 126
2023
Q4 		$102K Buy
213
+1
+0.5% +$448 0.06% 124
2023
Q3 		$91.1K Sell
212
-48
-18% -$21.5K 0.06% 125
2023
Q2 		$116K Hold
260
– – 0.08% 113
2023
Q1 		$107K Buy
260
+125
+93% +$50.1K 0.08% 112
2022
Q4 		$52K Buy
+135
New +$52.1K 0.03% 146

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Financial Freedom LLC's IVV Position: Q3 2026 in Review

Financial Freedom LLC increased its iShares Core S&P 500 ETF (IVV) stake by 0.29% in Q3 2026, buying an estimated $2.29K and bringing the position to 1,039 shares worth $795K. The position accounts for 0.36% of the portfolio, ranked #55.

Financial Freedom LLC first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Financial Freedom LLC held 1,039 shares of iShares Core S&P 500 ETF worth $795K as of Q3 2026.
  • Financial Freedom LLC bought 3 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.29K.
  • iShares Core S&P 500 ETF made up 0.36% of Financial Freedom LLC's portfolio in Q3 2026, its #55 holding.
  • Financial Freedom LLC first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.