Helen Stephens Group
IVV icon

Helen Stephens Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Helen Stephens 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 		$1.41M Buy
1,838
+114
+7% +$87K 0.22% 45
2026
Q2 		$1.29M Hold
1,724
– – 0.22% 44
2026
Q1 		$1.13M Buy
1,724
+8
+0.5% +$5.46K 0.22% 48
2025
Q4 		$1.18M Buy
1,716
+8
+0.5% +$5.43K 0.25% 39
2025
Q3 		$1.14M Buy
1,708
+10
+0.6% +$6.44K 0.25% 40
2025
Q2 		$1.05M Buy
1,698
+16
+1% +$9.19K 0.26% 39
2025
Q1 		$945K Buy
1,682
+5
+0.3% +$2.95K 0.27% 43
2024
Q4 		$987K Sell
1,677
-10
-0.6% -$5.92K 0.29% 43
2024
Q3 		$973K Buy
1,687
+7
+0.4% +$3.89K 0.3% 43
2024
Q2 		$919K Buy
+1,680
New +$883K 0.32% 43
2024
Q1 		– Sell
-494
Closed -$236K – 75
2023
Q4 		$236K Buy
+494
New +$221K 0.11% 67

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Helen Stephens Group's IVV Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q3 2026, buying an estimated $87K and bringing the position to 1,838 shares worth $1.41M. The position accounts for 0.22% of the portfolio, ranked #45.

Helen Stephens Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Helen Stephens Group held 1,838 shares of iShares Core S&P 500 ETF worth $1.41M as of Q3 2026.
  • Helen Stephens Group bought 114 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $87K.
  • iShares Core S&P 500 ETF made up 0.22% of Helen Stephens Group's portfolio in Q3 2026, its #45 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.