IFS Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

IFS Advisors’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	$34.7M	Sell	45,362 -226	-0.5%	-$172K	10.47%	1
2026 Q2	$34.1M	Sell	45,588 -834	-2%	-$607K	16.35%	1
2026 Q1	$30.3M	Sell	46,422 -422	-0.9%	-$288K	15.63%	1
2025 Q4	$32.1M	Sell	46,844 -15,069	-24%	-$10.2M	16.67%	1
2025 Q3	$41.4M	Sell	61,913 -1,106	-2%	-$712K	24.25%	1
2025 Q2	$39.1M	Sell	63,019 -26,928	-30%	-$15.5M	29.61%	1
2025 Q1	$50.5M	Sell	89,947 -212	-0.2%	-$125K	41.04%	1
2024 Q4	$53.1M	Sell	90,159 -1,974	-2%	-$1.17M	41.72%	1
2024 Q3	$53.1M	Sell	92,133 -177	-0.2%	-$98.4K	42.09%	1
2024 Q2	$50.5M	Sell	92,310 -1,061	-1%	-$558K	42.6%	1
2024 Q1	$49.1M	Buy	93,371 +15,032	+19%	+$7.52M	42.85%	1
2023 Q4	$37.4M	Buy	78,339 +24,964	+47%	+$11.2M	44.46%	1
2023 Q3	$22.9M	Buy	53,375 +3,790	+8%	+$1.7M	42.72%	1
2023 Q2	$22.1M	Buy	49,585 +16,956	+52%	+$7.15M	54.6%	1
2023 Q1	$13.4M	Sell	32,629 -1,844	-5%	-$739K	54.78%	1
2022 Q4	$13.2M	Sell	34,473 -301	-0.9%	-$116K	22.89%	3
2022 Q3	$12.5M	Buy	34,774 +34,732	+82,695%	+$13.9M	22.9%	3
2022 Q2	$15K	Sell	42 -46,874	-100%	-$19.3M	0.04%	37
2022 Q1	$21.3M	Sell	46,916 -13,815	-23%	-$6.18M	19.93%	1
2021 Q4	$29M	Sell	60,731 -12,252	-17%	-$5.65M	20.35%	1
2021 Q3	$31.4M	Buy	72,983 +9,069	+14%	+$4.02M	20.15%	1
2021 Q2	$27.5M	Sell	63,914 -28,378	-31%	-$11.9M	18.45%	1
2021 Q1	$36.7M	Sell	92,292 -5,204	-5%	-$2.01M	28.72%	1
2020 Q4	$36.6M	Buy	+97,496	New	+$34.7M	28.02%	1

Other funds holding IVV

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

IFS Advisors's IVV Position: Q3 2026 in Review

IFS Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.5% in Q3 2026, selling an estimated $172K and leaving 45,362 shares worth $34.7M. The position accounts for 10.47% of the portfolio, ranked #1.

IFS Advisors first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. The position peaked at $53.1M in Q3 2024. 910 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

IFS Advisors held 45,362 shares of iShares Core S&P 500 ETF worth $34.7M as of Q3 2026.
IFS Advisors sold 226 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $172K.
iShares Core S&P 500 ETF made up 10.47% of IFS Advisors's portfolio in Q3 2026, its #1 holding.
IFS Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
IFS Advisors's iShares Core S&P 500 ETF position peaked at $53.1M in Q3 2024.
910 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.