Finer Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Finer Wealth 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
2026 Q3	$440K	Sell	574 -106	-16%	-$80.9K	0.17%	63
2026 Q2	$509K	Buy	680 +1	+0.1%	+$728	0.23%	57
2026 Q1	$444K	Sell	679 -14	-2%	-$9.6K	0.22%	63
2025 Q4	$475K	Hold	693	–	–	0.23%	59
2025 Q3	$464K	Buy	693 +2	+0.3%	+$1.29K	0.23%	57
2025 Q2	$429K	Sell	691 -49	-7%	-$28.1K	0.23%	58
2025 Q1	$416K	Hold	740	–	–	0.25%	60
2024 Q4	$436K	Sell	740 -83	-10%	-$49.1K	0.25%	60
2024 Q3	$475K	Hold	823	–	–	0.29%	57
2024 Q2	$450K	Sell	823 -30	-4%	-$15.8K	0.29%	56
2024 Q1	$448K	Hold	853	–	–	0.29%	57
2023 Q4	$407K	Sell	853 -113	-12%	-$50.6K	0.3%	58
2023 Q3	$415K	Sell	966 -116	-11%	-$51.9K	0.33%	53
2023 Q2	$482K	Buy	1,082 +122	+13%	+$51.4K	0.38%	53
2023 Q1	$395K	Buy	960 +109	+13%	+$43.7K	0.33%	58
2022 Q4	$327K	Sell	851 -15	-2%	-$5.79K	0.31%	63
2022 Q3	$311K	Hold	866	–	–	0.31%	64
2022 Q2	$328K	Sell	866 -52	-6%	-$21.4K	0.3%	67
2022 Q1	$416K	Hold	918	–	–	0.34%	58
2021 Q4	$438K	Buy	+918	New	+$423K	0.36%	56

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

Finer Wealth Management's IVV Position: Q3 2026 in Review

Finer Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q3 2026, selling an estimated $80.9K and leaving 574 shares worth $440K. The position accounts for 0.17% of the portfolio, ranked #63.

Finer Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $509K in Q2 2026. 2,907 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Finer Wealth Management held 574 shares of iShares Core S&P 500 ETF worth $440K as of Q3 2026.
Finer Wealth Management sold 106 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $80.9K.
iShares Core S&P 500 ETF made up 0.17% of Finer Wealth Management's portfolio in Q3 2026, its #63 holding.
Finer Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
Finer Wealth Management's iShares Core S&P 500 ETF position peaked at $509K in Q2 2026.
2,907 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.