IVC Wealth Advisors
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IVC Wealth Advisors’s Micron Technology MU Stock Holding History

IVC Wealth Advisors’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$341K Buy
320
+126
+65% +$120K 0.14% 120
2026
Q2 		$224K Buy
+194
New +$145K 0.09% 163

Other funds holding MU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IVC Wealth Advisors's MU Position: Q3 2026 in Review

IVC Wealth Advisors increased its Micron Technology (MU) stake by 65% in Q3 2026, buying an estimated $120K and bringing the position to 320 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #120.

IVC Wealth Advisors first reported a position in MU in Q2 2026 and has held it in 2 quarters since. 2,574 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • IVC Wealth Advisors held 320 shares of Micron Technology worth $341K as of Q3 2026.
  • IVC Wealth Advisors bought 126 Micron Technology shares in Q3 2026, an estimated $120K.
  • Micron Technology made up 0.14% of IVC Wealth Advisors's portfolio in Q3 2026, its #120 holding.
  • IVC Wealth Advisors first reported a position in Micron Technology in Q2 2026 and has held it in 2 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.