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

Formulate Financial’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	$280K	Buy	+366	New	+$279K	0.29%	22

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Formulate Financial's IVV Position: Q3 2026 in Review

Formulate Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 366 shares worth $280K. The stake represents 0.29% of the portfolio and ranks #22 among its holdings.

3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Formulate Financial held 366 shares of iShares Core S&P 500 ETF worth $280K as of Q3 2026.
iShares Core S&P 500 ETF was a new Formulate Financial position in Q3 2026.
iShares Core S&P 500 ETF made up 0.29% of Formulate Financial's portfolio in Q3 2026, its #22 holding.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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