InvesTrust
IVV icon

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

InvesTrust’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 		$1.01M Sell
1,313
-115
-8% -$87.8K 0.41% 61
2026
Q2 		$1.07M Sell
1,428
-12
-0.8% -$8.74K 0.41% 63
2026
Q1 		$941K Sell
1,440
-32
-2% -$21.9K 0.4% 66
2025
Q4 		$1.01M Buy
1,472
+10
+0.7% +$6.79K 0.39% 62
2025
Q3 		$979K Sell
1,462
-15
-1% -$9.7K 0.36% 63
2025
Q2 		$917K Sell
1,477
-105
-7% -$60.3K 0.35% 64
2025
Q1 		$889K Sell
1,582
-57
-3% -$33.7K 0.24% 64
2024
Q4 		$969K Buy
+1,639
New +$970K 0.27% 61

Other funds holding IVV

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

InvesTrust's IVV Position: Q3 2026 in Review

InvesTrust reduced its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q3 2026, selling an estimated $87.8K and leaving 1,313 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #61.

InvesTrust first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2026. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • InvesTrust held 1,313 shares of iShares Core S&P 500 ETF worth $1.01M as of Q3 2026.
  • InvesTrust sold 115 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $87.8K.
  • iShares Core S&P 500 ETF made up 0.41% of InvesTrust's portfolio in Q3 2026, its #61 holding.
  • InvesTrust first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's iShares Core S&P 500 ETF position peaked at $1.07M in Q2 2026.
  • 2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.