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

Friedenthal 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	$381K	Buy	497 +235	+90%	+$179K	0.17%	96
2026 Q2	$196K	Buy	262 +1	+0.4%	+$728	0.09%	111
2026 Q1	$170K	Buy	261 +19	+8%	+$13K	0.09%	111
2025 Q4	$166K	Sell	242 -93	-28%	-$63.2K	0.09%	112
2025 Q3	$224K	Buy	335 +108	+48%	+$69.6K	0.12%	102
2025 Q2	$141K	Buy	227 +15	+7%	+$8.61K	0.08%	114
2025 Q1	$119K	Sell	212 -1,058	-83%	-$625K	0.07%	110
2024 Q4	$748K	Buy	1,270 +1,085	+586%	+$642K	0.44%	81
2024 Q3	$107K	Buy	185 +24	+15%	+$13.3K	0.06%	126
2024 Q2	$88.1K	Sell	161 -45	-22%	-$23.7K	0.06%	125
2024 Q1	$108K	Buy	206 +11	+6%	+$5.5K	0.07%	121
2023 Q4	$93.1K	Buy	+195	New	+$87.3K	0.06%	124
2016 Q2	–	Sell	-2,701	Closed	-$553K	–	49
2016 Q1	$553K	Hold	2,701	–	–	0.51%	25
2015 Q4	$553K	Sell	2,701 -1,023	-27%	-$211K	0.5%	25
2015 Q3	$718K	Sell	3,724 -1,178	-24%	-$240K	0.65%	15
2015 Q2	$1.02M	Hold	4,902	–	–	0.88%	17
2015 Q1	$1.02M	Hold	4,902	–	–	0.86%	19
2014 Q4	$1.01M	Sell	4,902 -34,992	-88%	-$7.08M	0.86%	20
2014 Q3	$7.91M	Buy	39,894 +34,992	+714%	+$6.96M	6.72%	6
2014 Q2	$966K	Sell	4,902 -41,856	-90%	-$8.01M	0.78%	19
2014 Q1	$8.59M	Buy	46,758 +5,716	+14%	+$1.06M	7.25%	3
2013 Q4	$7.62M	Buy	+41,042	New	+$7.31M	7.06%	6

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

Friedenthal Financial's IVV Position: Q3 2026 in Review

Friedenthal Financial increased its iShares Core S&P 500 ETF (IVV) stake by 90% in Q3 2026, buying an estimated $179K and bringing the position to 497 shares worth $381K. The position accounts for 0.17% of the portfolio, ranked #96.

Friedenthal Financial first reported a position in IVV in Q4 2013 and has held it in 22 quarters since. The position peaked at $8.59M in Q1 2014. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Friedenthal Financial held 497 shares of iShares Core S&P 500 ETF worth $381K as of Q3 2026.
Friedenthal Financial bought 235 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $179K.
iShares Core S&P 500 ETF made up 0.17% of Friedenthal Financial's portfolio in Q3 2026, its #96 holding.
Friedenthal Financial first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 22 quarters since.
Friedenthal Financial's iShares Core S&P 500 ETF position peaked at $8.59M in Q1 2014.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.