Fortitude Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Fortitude Advisory Group’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	$2.03M	Buy	2,645 +322	+14%	+$246K	0.77%	21
2026 Q2	$1.74M	Sell	2,323 -94	-4%	-$68.4K	0.66%	27
2026 Q1	$1.58M	Sell	2,417 -181	-7%	-$124K	0.71%	26
2025 Q4	$1.78M	Sell	2,598 -61	-2%	-$41.4K	0.75%	24
2025 Q3	$1.78M	Sell	2,659 -14	-0.5%	-$9.02K	0.96%	21
2025 Q2	$1.66M	Buy	2,673 +217	+9%	+$125K	0.95%	19
2025 Q1	$1.3M	Sell	2,456 -170	-6%	-$100K	0.93%	17
2024 Q4	$1.55M	Sell	2,626 -40	-2%	-$23.7K	0.93%	20
2024 Q3	$1.54M	Buy	2,666 +27	+1%	+$15K	0.97%	18
2024 Q2	$1.44M	Sell	2,639 -1,643	-38%	-$864K	0.86%	19
2024 Q1	$2.25M	Sell	4,282 -580	-12%	-$290K	1.27%	12
2023 Q4	$2.32M	Sell	4,862 -864	-15%	-$387K	1.41%	9
2023 Q3	$2.46M	Buy	5,726 +489	+9%	+$219K	1.66%	8
2023 Q2	$2.33M	Buy	5,237 +2,463	+89%	+$1.04M	1.71%	7
2023 Q1	$1.14M	Buy	2,774 +19	+0.7%	+$7.62K	0.88%	17
2022 Q4	$1.06M	Sell	2,755 -10	-0.4%	-$3.86K	0.9%	17
2022 Q3	$992K	Buy	2,765 +182	+7%	+$72.7K	0.94%	19
2022 Q2	$979K	Sell	2,583 -95	-4%	-$39.1K	0.9%	21
2022 Q1	$1.22M	Sell	2,678 -44	-2%	-$19.7K	0.65%	17
2021 Q4	$1.3M	Buy	+2,722	New	+$1.25M	0.65%	19

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

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

Fortitude Advisory Group's IVV Position: Q3 2026 in Review

Fortitude Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q3 2026, buying an estimated $246K and bringing the position to 2,645 shares worth $2.03M. The position accounts for 0.77% of the portfolio, ranked #21.

Fortitude Advisory Group first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.46M in Q3 2023. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Fortitude Advisory Group held 2,645 shares of iShares Core S&P 500 ETF worth $2.03M as of Q3 2026.
Fortitude Advisory Group bought 322 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $246K.
iShares Core S&P 500 ETF made up 0.77% of Fortitude Advisory Group's portfolio in Q3 2026, its #21 holding.
Fortitude Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
Fortitude Advisory Group's iShares Core S&P 500 ETF position peaked at $2.46M in Q3 2023.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.