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

Invera Wealth 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	$979K	Buy	1,278 +52	+4%	+$39.7K	0.51%	55
2026 Q2	$918K	Buy	1,226 +1	+0.1%	+$728	0.49%	57
2026 Q1	$800K	Sell	1,225 -134	-10%	-$91.5K	0.51%	60
2025 Q4	$931K	Sell	1,359 -159	-10%	-$108K	0.59%	51
2025 Q3	$1.02M	Buy	1,518 +6	+0.4%	+$3.86K	0.63%	52
2025 Q2	$939K	Sell	1,512 -2,067	-58%	-$1.19M	0.61%	52
2025 Q1	$2.01M	Buy	+3,579	New	+$2.11M	1.3%	26
2024 Q1	–	Sell	-1,410	Closed	-$673K	–	81
2023 Q4	$673K	Buy	+1,410	New	+$631K	0.42%	69

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Invera Wealth Advisors's IVV Position: Q3 2026 in Review

Invera Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q3 2026, buying an estimated $39.7K and bringing the position to 1,278 shares worth $979K. The position accounts for 0.51% of the portfolio, ranked #55.

Invera Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.01M in Q1 2025. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Invera Wealth Advisors held 1,278 shares of iShares Core S&P 500 ETF worth $979K as of Q3 2026.
Invera Wealth Advisors bought 52 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $39.7K.
iShares Core S&P 500 ETF made up 0.51% of Invera Wealth Advisors's portfolio in Q3 2026, its #55 holding.
Invera Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Invera Wealth Advisors's iShares Core S&P 500 ETF position peaked at $2.01M in Q1 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.