Human Investing’s iShares Core S&P 500 ETF IVV Stock Holding History

Human Investing’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	$30.2M	Buy	39,416 +146	+0.4%	+$111K	3.84%	8
2026 Q2	$29.4M	Buy	39,270 +348	+0.9%	+$253K	3.81%	8
2026 Q1	$25.4M	Sell	38,922 -495	-1%	-$338K	3.7%	8
2025 Q4	$27M	Sell	39,417 -431	-1%	-$293K	3.81%	8
2025 Q3	$26.7M	Buy	39,848 +538	+1%	+$346K	3.94%	8
2025 Q2	$24.4M	Buy	39,310 +1,642	+4%	+$943K	3.84%	8
2025 Q1	$21.2M	Sell	37,668 -441	-1%	-$260K	3.73%	8
2024 Q4	$22.4M	Sell	38,109 -546	-1%	-$323K	3.98%	8
2024 Q3	$22.3M	Buy	38,655 +212	+0.6%	+$118K	4.03%	8
2024 Q2	$21M	Sell	38,443 -109	-0.3%	-$57.3K	4.09%	8
2024 Q1	$20.3M	Buy	38,552 +110	+0.3%	+$55K	4.07%	8
2023 Q4	$18.4M	Sell	38,442 -1,149	-3%	-$514K	3.96%	8
2023 Q3	$17M	Sell	39,591 -832	-2%	-$372K	3.96%	8
2023 Q2	$18M	Buy	40,423 +1,710	+4%	+$721K	4.11%	8
2023 Q1	$15.9M	Sell	38,713 -335	-0.9%	-$134K	3.86%	8
2022 Q4	$15M	Sell	39,048 -1,422	-4%	-$549K	3.82%	8
2022 Q3	$14.5M	Sell	40,470 -3,458	-8%	-$1.38M	3.7%	9
2022 Q2	$16.7M	Sell	43,928 -2,882	-6%	-$1.19M	4.02%	6
2022 Q1	$21.2M	Sell	46,810 -217	-0.5%	-$97K	4.7%	5
2021 Q4	$22.4M	Sell	47,027 -182	-0.4%	-$83.9K	5.35%	6
2021 Q3	$20.3M	Buy	47,209 +498	+1%	+$221K	4.8%	6
2021 Q2	$20.1M	Sell	46,711 -179,185	-79%	-$75.1M	4.89%	6
2021 Q1	$89.9M	Buy	225,896 +24,807	+12%	+$9.6M	22.89%	1
2020 Q4	$75.5M	Buy	201,089 +21,640	+12%	+$7.7M	21.36%	1
2020 Q3	$60.3M	Buy	179,449 +67,141	+60%	+$22.3M	19.79%	1
2020 Q2	$34.8M	Sell	112,308 -330	-0.3%	-$96.9K	12.28%	1
2020 Q1	$29.1M	Buy	112,638 +3,144	+3%	+$963K	12.61%	1
2019 Q4	$35.4M	Buy	109,494 +5,070	+5%	+$1.57M	11.56%	1
2019 Q3	$31.2M	Buy	104,424 +6,737	+7%	+$2M	11.04%	1
2019 Q2	$28.8M	Buy	97,687 +3,283	+3%	+$951K	10.51%	1
2019 Q1	$26.9M	Buy	94,404 +6,257	+7%	+$1.71M	10.04%	1
2018 Q4	$22.2M	Buy	+88,147	New	+$23.9M	9.25%	1

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Human Investing's IVV Position: Q3 2026 in Review

Human Investing increased its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q3 2026, buying an estimated $111K and bringing the position to 39,416 shares worth $30.2M. The position accounts for 3.84% of the portfolio, ranked #8.

Human Investing first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. The position peaked at $89.9M in Q1 2021. 2,091 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Human Investing held 39,416 shares of iShares Core S&P 500 ETF worth $30.2M as of Q3 2026.
Human Investing bought 146 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $111K.
iShares Core S&P 500 ETF made up 3.84% of Human Investing's portfolio in Q3 2026, its #8 holding.
Human Investing first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
Human Investing's iShares Core S&P 500 ETF position peaked at $89.9M in Q1 2021.
2,091 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.