Kaufman Rossin Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Kaufman Rossin Wealth’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	$386K	Hold	504	–	–	0.16%	78
2026 Q2	$381K	Hold	504	–	–	0.18%	58
2026 Q1	$329K	Hold	504	–	–	0.19%	64
2025 Q4	$345K	Hold	504	–	–	0.18%	87
2025 Q3	$337K	Hold	504	–	–	0.18%	83
2025 Q2	$313K	Hold	504	–	–	0.2%	78
2025 Q1	$283K	Hold	504	–	–	0.2%	98
2024 Q4	$297K	Buy	+504	New	+$298K	0.31%	31

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Kaufman Rossin Wealth's IVV Position: Q3 2026 in Review

Kaufman Rossin Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 504 shares worth $386K. The position accounts for 0.16% of the portfolio, ranked #78.

Kaufman Rossin Wealth first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Kaufman Rossin Wealth held 504 shares of iShares Core S&P 500 ETF worth $386K as of Q3 2026.
Kaufman Rossin Wealth left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.16% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #78 holding.
Kaufman Rossin Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.