Greenhouse Wealth Management
IVV icon

Greenhouse Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Greenhouse Wealth Management’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 		$16.8M Sell
21,963
-167
-0.8% -$127K 11.56% 2
2026
Q2 		$16.6M Sell
22,130
-72
-0.3% -$52.4K 11.65% 2
2026
Q1 		$14.5M Sell
22,202
-112
-0.5% -$76.5K 8.97% 2
2025
Q4 		$15.3M Buy
22,314
+34
+0.2% +$23.1K 9.04% 2
2025
Q3 		$14.9M Sell
22,280
-280
-1% -$180K 8.96% 2
2025
Q2 		$14M Buy
22,560
+3,241
+17% +$1.86M 9.02% 2
2025
Q1 		$10.9M Buy
19,319
+212
+1% +$125K 8.11% 3
2024
Q4 		$11.2M Buy
19,107
+46
+0.2% +$27.2K 7.44% 3
2024
Q3 		$11M Buy
19,061
+54
+0.3% +$30K 7.41% 3
2024
Q2 		$10.4M Buy
19,007
+51
+0.3% +$26.8K 7.59% 3
2024
Q1 		$10M Buy
18,956
+51
+0.3% +$25.5K 7.47% 3
2023
Q4 		$9.03M Buy
18,905
+147
+0.8% +$65.8K 7.3% 3
2023
Q3 		$8.06M Hold
18,758
– – 7.23% 3
2023
Q2 		$8.36M Buy
18,758
+51
+0.3% +$21.5K 7.38% 3
2023
Q1 		$7.69M Buy
18,707
+68
+0.4% +$27.3K 7.26% 3
2022
Q4 		$7.16M Sell
18,639
-13
-0.1% -$5.02K 7.21% 3
2022
Q3 		$6.69M Buy
18,652
+2,246
+14% +$897K 7.43% 3
2022
Q2 		$6.22M Buy
16,406
+56
+0.3% +$23K 6.68% 4
2022
Q1 		$7.42M Sell
16,350
-2,403
-13% -$1.07M 6.94% 3
2021
Q4 		$8.94M Buy
18,753
+134
+0.7% +$61.8K 7.99% 3
2021
Q3 		$8.02M Hold
18,619
– – 7.61% 3
2021
Q2 		$8M Buy
18,619
+78
+0.4% +$32.7K 7.43% 3
2021
Q1 		$7.38M Sell
18,541
-36
-0.2% -$13.9K 7.32% 3
2020
Q4 		$6.97M Buy
+18,577
New +$6.61M 6.89% 2

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

Greenhouse Wealth Management's IVV Position: Q3 2026 in Review

Greenhouse Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.75% in Q3 2026, selling an estimated $127K and leaving 21,963 shares worth $16.8M. The position accounts for 11.56% of the portfolio, ranked #2.

Greenhouse Wealth Management first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Greenhouse Wealth Management held 21,963 shares of iShares Core S&P 500 ETF worth $16.8M as of Q3 2026.
  • Greenhouse Wealth Management sold 167 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $127K.
  • iShares Core S&P 500 ETF made up 11.56% of Greenhouse Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Greenhouse Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Greenhouse Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.