Wavvest Wealth LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Wavvest Wealth 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	$8.89M	Buy	+11,611	New	+$8.86M	7.17%	2

Other funds holding IVV

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wavvest Wealth LLC's IVV Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 11,611 shares worth $8.89M. The stake represents 7.17% of the portfolio and ranks #2 among its holdings.

1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Wavvest Wealth LLC held 11,611 shares of iShares Core S&P 500 ETF worth $8.89M as of Q3 2026.
iShares Core S&P 500 ETF was a new Wavvest Wealth LLC position in Q3 2026.
iShares Core S&P 500 ETF made up 7.17% of Wavvest Wealth LLC's portfolio in Q3 2026, its #2 holding.
1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.