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

Financial Perspectives’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 		$6.8M Buy
8,873
+724
+9% +$552K 1.58% 17
2026
Q2 		$6.1M Buy
8,149
+464
+6% +$338K 1.49% 17
2026
Q1 		$5.02M Buy
7,685
+200
+3% +$137K 1.4% 19
2025
Q4 		$5.13M Buy
7,485
+597
+9% +$405K 1.38% 18
2025
Q3 		$4.61M Sell
6,888
-60
-0.9% -$38.6K 1.28% 20
2025
Q2 		$4.31M Buy
6,948
+348
+5% +$200K 1.3% 20
2025
Q1 		$3.8M Buy
6,600
+65
+1% +$38.4K 1.3% 20
2024
Q4 		$3.85M Buy
6,535
+459
+8% +$272K 1.29% 19
2024
Q3 		$3.5M Buy
6,076
+11
+0.2% +$6.12K 1.21% 20
2024
Q2 		$3.32M Buy
6,065
+37
+0.6% +$19.5K 1.23% 20
2024
Q1 		$3.17M Buy
6,028
+40
+0.7% +$20K 1.2% 21
2023
Q4 		$2.86M Buy
5,988
+22
+0.4% +$9.8K 1.16% 20
2023
Q3 		$2.56M Buy
5,966
+5
+0.1% +$2.24K 1.17% 21
2023
Q2 		$2.66M Buy
5,961
+245
+4% +$103K 1.17% 19
2023
Q1 		$2.35M Buy
5,716
+76
+1% +$30.5K 1.12% 19
2022
Q4 		$2.17M Buy
5,640
+1,794
+47% +$692K 1.11% 20
2022
Q3 		$1.38M Buy
3,846
+1,972
+105% +$787K 0.77% 25
2022
Q2 		$710K Buy
1,874
+60
+3% +$24.7K 0.4% 42
2022
Q1 		$823K Buy
1,814
+214
+13% +$95.7K 0.38% 44
2021
Q4 		$763K Buy
1,600
+13
+0.8% +$5.99K 0.36% 45
2021
Q3 		$684K Sell
1,587
-1
-0.1% -$443 0.34% 51
2021
Q2 		$683K Buy
1,588
+63
+4% +$26.4K 0.33% 54
2021
Q1 		$607K Buy
1,525
+68
+5% +$26.3K 0.32% 51
2020
Q4 		$547K Buy
1,457
+255
+21% +$90.8K 0.31% 52
2020
Q3 		$404K Buy
1,202
+2
+0.2% +$666 0.27% 55
2020
Q2 		$371K Buy
1,200
+25
+2% +$7.34K 0.27% 55
2020
Q1 		$304K Buy
1,175
+206
+21% +$63.1K 0.25% 54
2019
Q4 		$313K Buy
+969
New +$300K 0.21% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Perspectives's IVV Position: Q3 2026 in Review

Financial Perspectives increased its iShares Core S&P 500 ETF (IVV) stake by 8.9% in Q3 2026, buying an estimated $552K and bringing the position to 8,873 shares worth $6.8M. The position accounts for 1.58% of the portfolio, ranked #17.

Financial Perspectives first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Financial Perspectives held 8,873 shares of iShares Core S&P 500 ETF worth $6.8M as of Q3 2026.
  • Financial Perspectives bought 724 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $552K.
  • iShares Core S&P 500 ETF made up 1.58% of Financial Perspectives's portfolio in Q3 2026, its #17 holding.
  • Financial Perspectives first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.