Innovative Wealth Building
IVV icon

Innovative Wealth Building’s iShares Core S&P 500 ETF IVV Stock Holding History

Innovative Wealth Building’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 		$9.6M Buy
12,515
+574
+5% +$438K 5.3% 2
2026
Q2 		$8.94M Sell
11,941
-450
-4% -$328K 5.2% 2
2026
Q1 		$8.09M Buy
12,391
+1,645
+15% +$1.12M 5.69% 2
2025
Q4 		$7.36M Buy
10,746
+349
+3% +$237K 5.37% 2
2025
Q3 		$6.96M Sell
10,397
-618
-6% -$398K 5.42% 3
2025
Q2 		$6.84M Sell
11,015
-267
-2% -$153K 5.67% 2
2025
Q1 		$6.34M Sell
11,282
-271
-2% -$160K 5.84% 3
2024
Q4 		$6.8M Buy
+11,553
New +$6.84M 6.15% 3

Other funds holding IVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Innovative Wealth Building's IVV Position: Q3 2026 in Review

Innovative Wealth Building increased its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q3 2026, buying an estimated $438K and bringing the position to 12,515 shares worth $9.6M. The position accounts for 5.3% of the portfolio, ranked #2.

Innovative Wealth Building first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Innovative Wealth Building held 12,515 shares of iShares Core S&P 500 ETF worth $9.6M as of Q3 2026.
  • Innovative Wealth Building bought 574 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $438K.
  • iShares Core S&P 500 ETF made up 5.3% of Innovative Wealth Building's portfolio in Q3 2026, its #2 holding.
  • Innovative Wealth Building first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.