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

Financial Harvest’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	$314K	Buy	410 +7	+2%	+$5.34K	0.15%	47
2026 Q2	$302K	Sell	403 -7	-2%	-$5.1K	0.12%	52
2026 Q1	$268K	Buy	410 +19	+5%	+$13K	0.16%	44
2025 Q4	$268K	Sell	391 -22	-5%	-$14.9K	0.17%	50
2025 Q3	$276K	Sell	413 -99	-19%	-$63.8K	0.19%	43
2025 Q2	$318K	Buy	+512	New	+$294K	0.24%	39
2025 Q1	–	Sell	-571	Closed	-$336K	–	82
2024 Q4	$336K	Buy	+571	New	+$338K	0.28%	37

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Financial Harvest's IVV Position: Q3 2026 in Review

Financial Harvest increased its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q3 2026, buying an estimated $5.34K and bringing the position to 410 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #47.

Financial Harvest first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $336K in Q4 2024. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Financial Harvest held 410 shares of iShares Core S&P 500 ETF worth $314K as of Q3 2026.
Financial Harvest bought 7 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $5.34K.
iShares Core S&P 500 ETF made up 0.15% of Financial Harvest's portfolio in Q3 2026, its #47 holding.
Financial Harvest first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Financial Harvest's iShares Core S&P 500 ETF position peaked at $336K in Q4 2024.
2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Financial Harvest's 13F filing for Q3 2026, filed 15 Oct 2026.