Hidden Cove Wealth Management
IVV icon

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

Hidden Cove 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 		$306K Sell
400
-9
-2% -$6.87K 0.16% 97
2026
Q2 		$306K Buy
409
+14
+4% +$10.2K 0.17% 91
2026
Q1 		$258K Buy
395
+8
+2% +$5.46K 0.17% 85
2025
Q4 		$265K Hold
387
– – 0.17% 78
2025
Q3 		$259K Buy
+387
New +$249K 0.17% 71

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

Hidden Cove Wealth Management's IVV Position: Q3 2026 in Review

Hidden Cove Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q3 2026, selling an estimated $6.87K and leaving 400 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #97.

Hidden Cove Wealth Management first reported a position in IVV in Q3 2025 and has held it in 5 quarters since. The position peaked at $306K in Q2 2026. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Hidden Cove Wealth Management held 400 shares of iShares Core S&P 500 ETF worth $306K as of Q3 2026.
  • Hidden Cove Wealth Management sold 9 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.87K.
  • iShares Core S&P 500 ETF made up 0.16% of Hidden Cove Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Hidden Cove Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • Hidden Cove Wealth Management's iShares Core S&P 500 ETF position peaked at $306K in Q2 2026.
  • 3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.