FORM Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

FORM Wealth 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	$244M	Sell	318,952 -11,096	-3%	-$8.47M	27.26%	1
2026 Q2	$247M	Buy	330,048 +32,342	+11%	+$23.6M	27.18%	1
2026 Q1	$194M	Buy	297,706 +13,834	+5%	+$9.45M	22.78%	1
2025 Q4	$194M	Buy	+283,872	New	+$193M	22.76%	1
2025 Q2	$182M	Buy	293,424 +43,251	+17%	+$24.8M	22.04%	1
2025 Q1	$141M	Buy	+250,173	New	+$148M	19.1%	1

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 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

FORM Wealth Advisors's IVV Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q3 2026, selling an estimated $8.47M and leaving 318,952 shares worth $244M. The position accounts for 27.26% of the portfolio, ranked #1.

FORM Wealth Advisors first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $247M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

FORM Wealth Advisors held 318,952 shares of iShares Core S&P 500 ETF worth $244M as of Q3 2026.
FORM Wealth Advisors sold 11,096 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $8.47M.
iShares Core S&P 500 ETF made up 27.26% of FORM Wealth Advisors's portfolio in Q3 2026, its #1 holding.
FORM Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares Core S&P 500 ETF position peaked at $247M in Q2 2026.
1,405 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.