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

Florida Financial Advisors’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 		$1.34M Buy
1,744
+341
+24% +$260K 0.22% 114
2026
Q2 		$1.05M Sell
1,403
-101
-7% -$73.5K 0.18% 132
2026
Q1 		$983K Buy
1,504
+252
+20% +$172K 0.24% 110
2025
Q4 		$857K Sell
1,252
-8
-0.6% -$5.43K 0.23% 105
2025
Q3 		$844K Sell
1,260
-57
-4% -$36.7K 0.26% 103
2025
Q2 		$818K Sell
1,317
-12
-0.9% -$6.89K 0.27% 86
2025
Q1 		$747K Buy
1,329
+125
+10% +$73.8K 0.29% 76
2024
Q4 		$709K Buy
1,204
+485
+67% +$287K 0.32% 62
2024
Q3 		$415K Buy
719
+239
+50% +$133K 0.21% 89
2024
Q2 		$263K Sell
480
-177
-27% -$93.1K 0.16% 111
2024
Q1 		$346K Sell
657
-22
-3% -$11K 0.25% 72
2023
Q4 		$324K Buy
+679
New +$304K 0.3% 64

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Florida Financial Advisors's IVV Position: Q3 2026 in Review

Florida Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q3 2026, buying an estimated $260K and bringing the position to 1,744 shares worth $1.34M. The position accounts for 0.22% of the portfolio, ranked #114.

Florida Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 3,539 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Florida Financial Advisors held 1,744 shares of iShares Core S&P 500 ETF worth $1.34M as of Q3 2026.
  • Florida Financial Advisors bought 341 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $260K.
  • iShares Core S&P 500 ETF made up 0.22% of Florida Financial Advisors's portfolio in Q3 2026, its #114 holding.
  • Florida Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 3,539 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Florida Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.