Intelligence Driven Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Intelligence Driven Advisers’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	$2.34M	Sell	3,058 -11	-0.4%	-$8.39K	0.4%	34
2026 Q2	$2.3M	Buy	3,069 +489	+19%	+$356K	0.37%	34
2026 Q1	$1.69M	Sell	2,580 -19	-0.7%	-$13K	0.29%	32
2025 Q4	$1.78M	Sell	2,599 -26	-1%	-$17.7K	0.25%	34
2025 Q3	$1.76M	Sell	2,625 -10	-0.4%	-$6.44K	0.24%	36
2025 Q2	$1.64M	Sell	2,635 -10	-0.4%	-$5.74K	0.25%	37
2025 Q1	$1.49M	Buy	2,645 +104	+4%	+$61.4K	0.29%	31
2024 Q4	$1.5M	Sell	2,541 -5,161	-67%	-$3.05M	0.28%	33
2024 Q3	$4.44M	Sell	7,702 -7	-0.1%	-$3.89K	0.64%	20
2024 Q2	$4.22M	Buy	7,709 +1,028	+15%	+$541K	0.6%	21
2024 Q1	$3.51M	Buy	6,681 +53	+0.8%	+$26.5K	0.52%	21
2023 Q4	$3.22M	Sell	6,628 -629	-9%	-$282K	0.52%	20
2023 Q3	$3.1M	Sell	7,257 -133	-2%	-$59.5K	0.55%	23
2023 Q2	$3.27M	Sell	7,390 -1,713	-19%	-$722K	0.57%	24
2023 Q1	$3.73M	Buy	9,103 +29	+0.3%	+$11.6K	0.67%	29
2022 Q4	$3.54M	Sell	9,074 -47,842	-84%	-$18.5M	0.65%	29
2022 Q3	$21.3M	Buy	56,916 +4,578	+9%	+$1.83M	4.29%	5
2022 Q2	$20.2M	Sell	52,338 -8,487	-14%	-$3.49M	3.95%	6
2022 Q1	$27.4M	Buy	60,825 +11,214	+23%	+$5.02M	5.01%	4
2021 Q4	$21.7M	Sell	49,611 -2,864	-5%	-$1.32M	3.97%	11
2021 Q3	$22.8M	Buy	52,475 +4,787	+10%	+$2.12M	5.12%	9
2021 Q2	$20.5M	Sell	47,688 -31,756	-40%	-$13.3M	3.99%	12
2021 Q1	$31.6M	Sell	79,444 -47	-0.1%	-$18.2K	7.09%	3
2020 Q4	$29.8M	Sell	79,491 -2,091	-3%	-$744K	6.69%	4
2020 Q3	$27.4M	Buy	81,582 +30,173	+59%	+$10M	6.43%	5
2020 Q2	$15.9M	Buy	51,409 +9,897	+24%	+$2.91M	5.63%	4
2020 Q1	$10.7M	Buy	41,512 +35,345	+573%	+$10.8M	4.97%	5
2019 Q4	$1.99M	Buy	6,167 +1,773	+40%	+$549K	0.9%	26
2019 Q3	$1.31M	Buy	4,394 +1,410	+47%	+$419K	0.62%	33
2019 Q2	$880K	Buy	+2,984	New	+$865K	0.42%	38

Other funds holding IVV

FFA

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

AWE

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Intelligence Driven Advisers's IVV Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q3 2026, selling an estimated $8.39K and leaving 3,058 shares worth $2.34M. The position accounts for 0.4% of the portfolio, ranked #34.

Intelligence Driven Advisers first reported a position in IVV in Q2 2019 and has held it in 30 quarters since. The position peaked at $31.6M in Q1 2021. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Intelligence Driven Advisers held 3,058 shares of iShares Core S&P 500 ETF worth $2.34M as of Q3 2026.
Intelligence Driven Advisers sold 11 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $8.39K.
iShares Core S&P 500 ETF made up 0.4% of Intelligence Driven Advisers's portfolio in Q3 2026, its #34 holding.
Intelligence Driven Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 30 quarters since.
Intelligence Driven Advisers's iShares Core S&P 500 ETF position peaked at $31.6M in Q1 2021.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.