LFG
IVV icon

Leverty Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Leverty Financial Group’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 		$192M Sell
250,359
-7,800
-3% -$5.95M 34.96% 1
2026
Q2 		$193M Buy
258,159
+524
+0.2% +$382K 37.6% 1
2026
Q1 		$168M Buy
257,635
+6,208
+2% +$4.24M 37.23% 1
2025
Q4 		$172M Buy
251,427
+27,721
+12% +$18.8M 41.18% 1
2025
Q3 		$150M Sell
223,706
-2,016
-0.9% -$1.3M 38.86% 1
2025
Q2 		$140M Buy
225,722
+178,604
+379% +$103M 41.84% 1
2025
Q1 		$26.5M Buy
47,118
+874
+2% +$516K 10.82% 4
2024
Q4 		$27.2M Sell
46,244
-438
-0.9% -$259K 13.85% 4
2024
Q3 		$26.9M Buy
46,682
+242
+0.5% +$135K 14.71% 4
2024
Q2 		$25.4M Sell
46,440
-352
-0.8% -$185K 15.04% 4
2024
Q1 		$24.6M Sell
46,792
-505
-1% -$253K 14.68% 4
2023
Q4 		$22.6M Sell
47,297
-352
-0.7% -$158K 14.32% 4
2023
Q3 		$20.5M Sell
47,649
-212
-0.4% -$94.8K 14.86% 4
2023
Q2 		$21.3M Sell
47,861
-372
-0.8% -$157K 15.55% 3
2023
Q1 		$19.8M Sell
48,233
-435
-0.9% -$174K 15.56% 3
2022
Q4 		$18.7M Sell
48,668
-91,563
-65% -$35.3M 16% 3
2022
Q3 		$50.3M Buy
140,231
+2,198
+2% +$878K 48.66% 1
2022
Q2 		$52.3M Sell
138,033
-6,214
-4% -$2.56M 48.78% 1
2022
Q1 		$65.4M Buy
144,247
+998
+0.7% +$446K 51.62% 1
2021
Q4 		$68.3M Buy
+143,249
New +$66M 52.7% 1

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Leverty Financial Group's IVV Position: Q3 2026 in Review

Leverty Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3% in Q3 2026, selling an estimated $5.95M and leaving 250,359 shares worth $192M. The position accounts for 34.96% of the portfolio, ranked #1.

Leverty Financial Group first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $193M in Q2 2026. 152 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Leverty Financial Group held 250,359 shares of iShares Core S&P 500 ETF worth $192M as of Q3 2026.
  • Leverty Financial Group sold 7,800 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $5.95M.
  • iShares Core S&P 500 ETF made up 34.96% of Leverty Financial Group's portfolio in Q3 2026, its #1 holding.
  • Leverty Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Leverty Financial Group's iShares Core S&P 500 ETF position peaked at $193M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.