Holos Integrated Wealth
IVV icon

Holos Integrated Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Holos Integrated Wealth’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 		$305K Sell
396
-101
-20% -$77.1K 0.14% 65
2026
Q2 		$373K Sell
497
-95
-16% -$69.2K 0.17% 56
2026
Q1 		$392K Buy
+592
New +$404K 0.2% 57

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Holos Integrated Wealth's IVV Position: Q3 2026 in Review

Holos Integrated Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q3 2026, selling an estimated $77.1K and leaving 396 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #65.

Holos Integrated Wealth first reported a position in IVV in Q1 2026 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Holos Integrated Wealth held 396 shares of iShares Core S&P 500 ETF worth $305K as of Q3 2026.
  • Holos Integrated Wealth sold 101 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $77.1K.
  • iShares Core S&P 500 ETF made up 0.14% of Holos Integrated Wealth's portfolio in Q3 2026, its #65 holding.
  • Holos Integrated Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's iShares Core S&P 500 ETF position peaked at $392K in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.