Holcombe Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Holcombe Financial’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	$582K	Hold	760	–	–	0.32%	32
2026 Q2	$569K	Sell	760 -38	-5%	-$27.7K	0.32%	31
2026 Q1	$521K	Sell	798 -52	-6%	-$35.5K	0.31%	35
2025 Q4	$582K	Buy	850 +90	+12%	+$61.1K	0.37%	30
2025 Q3	$509K	Hold	760	–	–	0.36%	26
2025 Q2	$472K	Hold	760	–	–	0.36%	25
2025 Q1	$427K	Hold	760	–	–	0.35%	24
2024 Q4	$447K	Buy	+760	New	+$450K	0.37%	21

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Holcombe Financial's IVV Position: Q3 2026 in Review

Holcombe Financial held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 760 shares worth $582K. The position accounts for 0.32% of the portfolio, ranked #32.

Holcombe Financial first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $582K in Q4 2025. 2,605 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Holcombe Financial held 760 shares of iShares Core S&P 500 ETF worth $582K as of Q3 2026.
Holcombe Financial left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.32% of Holcombe Financial's portfolio in Q3 2026, its #32 holding.
Holcombe Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's iShares Core S&P 500 ETF position peaked at $582K in Q4 2025.
2,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.