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

Integrated Advisors Network’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 		$125M Buy
163,139
+5,750
+4% +$4.39M 5.71% 1
2026
Q2 		$118M Buy
157,389
+15,705
+11% +$11.4M 5.42% 1
2026
Q1 		$92.5M Sell
141,684
-33,232
-19% -$22.7M 4.86% 1
2025
Q4 		$120M Buy
174,916
+8,945
+5% +$6.07M 5.3% 1
2025
Q3 		$111M Buy
165,971
+2,719
+2% +$1.75M 4.67% 1
2025
Q2 		$101M Sell
163,252
-14,563
-8% -$8.36M 4.58% 1
2025
Q1 		$100M Buy
177,815
+5,816
+3% +$3.43M 5.04% 1
2024
Q4 		$101M Sell
171,999
-2,565
-1% -$1.52M 4.84% 1
2024
Q3 		$101M Buy
174,564
+5,994
+4% +$3.33M 4.76% 1
2024
Q2 		$92.2M Sell
168,570
-296
-0.2% -$156K 4.72% 1
2024
Q1 		$88.8M Buy
168,866
+18,923
+13% +$9.47M 4.51% 1
2023
Q4 		$71.6M Buy
149,943
+4,663
+3% +$2.09M 4.05% 1
2023
Q3 		$62.4M Buy
145,280
+1,978
+1% +$885K 3.81% 1
2023
Q2 		$63.9M Sell
143,302
-2,962
-2% -$1.25M 3.68% 1
2023
Q1 		$60.1M Buy
146,264
+704
+0.5% +$282K 3.61% 2
2022
Q4 		$55.9M Sell
145,560
-2,067
-1% -$798K 3.6% 1
2022
Q3 		$52.9M Buy
147,627
+17,206
+13% +$6.87M 3.6% 2
2022
Q2 		$49.4M Sell
130,421
-473
-0.4% -$195K 3.22% 1
2022
Q1 		$59.4M Sell
130,894
-5,598
-4% -$2.5M 3.48% 1
2021
Q4 		$65.1M Buy
136,492
+13,142
+11% +$6.06M 3.84% 2
2021
Q3 		$53.1M Buy
123,350
+28,693
+30% +$12.7M 3.52% 2
2021
Q2 		$40.7M Buy
94,657
+24,112
+34% +$10.1M 2.99% 2
2021
Q1 		$28.1M Buy
70,545
+7,932
+13% +$3.07M 2.56% 2
2020
Q4 		$23.5M Buy
62,613
+12,035
+24% +$4.28M 2.58% 4
2020
Q3 		$17M Buy
50,578
+379
+0.8% +$126K 2.15% 4
2020
Q2 		$15.5M Buy
50,199
+17,896
+55% +$5.25M 1.82% 6
2020
Q1 		$8.35M Buy
32,303
+3,765
+13% +$1.15M 1.63% 10
2019
Q4 		$9.22M Buy
+28,538
New +$8.83M 1.24% 7

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

Integrated Advisors Network's IVV Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q3 2026, buying an estimated $4.39M and bringing the position to 163,139 shares worth $125M. The position accounts for 5.71% of the portfolio, ranked #1.

Integrated Advisors Network first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Integrated Advisors Network held 163,139 shares of iShares Core S&P 500 ETF worth $125M as of Q3 2026.
  • Integrated Advisors Network bought 5,750 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.39M.
  • iShares Core S&P 500 ETF made up 5.71% of Integrated Advisors Network's portfolio in Q3 2026, its #1 holding.
  • Integrated Advisors Network first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.