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

IMPACTfolio’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	$443K	Hold	579	–	–	0.16%	24
2026 Q2	$434K	Hold	579	–	–	0.16%	24
2026 Q1	$378K	Sell	579 -12	-2%	-$8.19K	0.16%	23
2025 Q4	$405K	Hold	591	–	–	0.17%	22
2025 Q3	$396K	Buy	591 +39	+7%	+$25.1K	0.17%	23
2025 Q2	$343K	Hold	552	–	–	0.16%	24
2025 Q1	$310K	Hold	552	–	–	0.16%	24
2024 Q4	$325K	Hold	552	–	–	0.17%	26
2024 Q3	$318K	Hold	552	–	–	0.16%	25
2024 Q2	$302K	Hold	552	–	–	0.17%	26
2024 Q1	$290K	Buy	+552	New	+$276K	0.18%	25
2023 Q3	–	Sell	-829	Closed	-$369K	–	44
2023 Q2	$369K	Buy	+829	New	+$349K	0.29%	22
2022 Q3	–	Sell	-567	Closed	-$215K	–	46
2022 Q2	$215K	Hold	567	–	–	0.2%	46
2022 Q1	$257K	Buy	+567	New	+$254K	0.19%	45

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

IMPACTfolio's IVV Position: Q3 2026 in Review

IMPACTfolio held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 579 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #24.

IMPACTfolio first reported a position in IVV in Q1 2022 and has held it in 14 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

IMPACTfolio held 579 shares of iShares Core S&P 500 ETF worth $443K as of Q3 2026.
IMPACTfolio left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.16% of IMPACTfolio's portfolio in Q3 2026, its #24 holding.
IMPACTfolio first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.