High Point Wealth Management
IVV icon

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

High Point 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 		$2.7M Sell
3,523
-24
-0.7% -$18.3K 2.14% 10
2026
Q2 		$2.66M Buy
3,547
+7
+0.2% +$5.1K 2.17% 9
2026
Q1 		$2.31M Sell
3,540
-95
-3% -$64.9K 2.23% 9
2025
Q4 		$2.49M Buy
+3,635
New +$2.47M 2.34% 9

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

High Point Wealth Management's IVV Position: Q3 2026 in Review

High Point Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.68% in Q3 2026, selling an estimated $18.3K and leaving 3,523 shares worth $2.7M. The position accounts for 2.14% of the portfolio, ranked #10.

High Point Wealth Management first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • High Point Wealth Management held 3,523 shares of iShares Core S&P 500 ETF worth $2.7M as of Q3 2026.
  • High Point Wealth Management sold 24 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $18.3K.
  • iShares Core S&P 500 ETF made up 2.14% of High Point Wealth Management's portfolio in Q3 2026, its #10 holding.
  • High Point Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.