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

Guerra 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
2025 Q3	$9.71K	Buy	+15	New	+$9.66K	﹤0.01%	319

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Guerra Advisors's IVV Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 15 shares worth $9.71K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings.

3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Guerra Advisors held 15 shares of iShares Core S&P 500 ETF worth $9.71K as of Q3 2025.
iShares Core S&P 500 ETF was a new Guerra Advisors position in Q3 2025.
iShares Core S&P 500 ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #319 holding.
3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.