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

Fischer Financial Services’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	$451K	Sell	589 -30	-5%	-$22.9K	0.11%	54
2026 Q2	$464K	Buy	619 +33	+6%	+$24K	0.12%	54
2026 Q1	$383K	Hold	586	–	–	0.13%	51
2025 Q4	$401K	Hold	586	–	–	0.11%	58
2025 Q3	$392K	Hold	586	–	–	0.11%	58
2025 Q2	$360K	Hold	586	–	–	0.11%	58
2025 Q1	$329K	Sell	586 -25	-4%	-$14.8K	0.11%	60
2024 Q4	$360K	Buy	+611	New	+$362K	0.11%	58

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

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Fischer Financial Services's IVV Position: Q3 2026 in Review

Fischer Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q3 2026, selling an estimated $22.9K and leaving 589 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #54.

Fischer Financial Services first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $464K in Q2 2026. 2,365 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Fischer Financial Services held 589 shares of iShares Core S&P 500 ETF worth $451K as of Q3 2026.
Fischer Financial Services sold 30 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $22.9K.
iShares Core S&P 500 ETF made up 0.11% of Fischer Financial Services's portfolio in Q3 2026, its #54 holding.
Fischer Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's iShares Core S&P 500 ETF position peaked at $464K in Q2 2026.
2,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.