James T. Borello
IVV icon

James T. Borello’s iShares Core S&P 500 ETF IVV Stock Holding History

James T. Borello’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 		$490K Buy
640
+216
+51% +$165K 0.1% 71
2026
Q2 		$318K Sell
424
-4
-0.9% -$2.91K 0.07% 90
2026
Q1 		$280K Sell
428
-32
-7% -$21.9K 0.07% 87
2025
Q4 		$315K Hold
460
– – 0.08% 80
2025
Q3 		$308K Sell
460
-20
-4% -$12.9K 0.08% 75
2025
Q2 		$298K Sell
480
-37
-7% -$21.2K 0.09% 73
2025
Q1 		$291K Sell
517
-22
-4% -$13K 0.09% 67
2024
Q4 		$317K Hold
539
– – 0.12% 62
2024
Q3 		$311K Buy
539
+32
+6% +$17.8K 0.13% 60
2024
Q2 		$277K Hold
507
– – 0.12% 58
2024
Q1 		$267K Sell
507
-24
-5% -$12K 0.12% 57
2023
Q4 		$254K Buy
+531
New +$238K 0.21% 44

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
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

James T. Borello's IVV Position: Q3 2026 in Review

James T. Borello increased its iShares Core S&P 500 ETF (IVV) stake by 51% in Q3 2026, buying an estimated $165K and bringing the position to 640 shares worth $490K. The position accounts for 0.1% of the portfolio, ranked #71.

James T. Borello first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,980 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • James T. Borello held 640 shares of iShares Core S&P 500 ETF worth $490K as of Q3 2026.
  • James T. Borello bought 216 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $165K.
  • iShares Core S&P 500 ETF made up 0.1% of James T. Borello's portfolio in Q3 2026, its #71 holding.
  • James T. Borello first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.