Longview Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Longview Financial Advisors’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	$605K	Hold	790	–	–	0.35%	29
2026 Q2	$591K	Sell	790 -12	-1%	-$8.74K	0.35%	29
2026 Q1	$524K	Sell	802 -1	-0.1%	-$683	0.32%	29
2025 Q4	$550K	Buy	803 +1	+0.1%	+$679	0.37%	29
2025 Q3	$537K	Hold	802	–	–	0.38%	29
2025 Q2	$498K	Sell	802 -14	-2%	-$8.04K	0.42%	26
2025 Q1	$459K	Sell	816 -1	-0.1%	-$591	0.39%	28
2024 Q4	$481K	Sell	817 -36	-4%	-$21.3K	0.38%	30
2024 Q3	$492K	Sell	853 -109	-11%	-$60.6K	0.36%	31
2024 Q2	$527K	Buy	962 +6	+0.6%	+$3.15K	0.4%	30
2024 Q1	$503K	Sell	956 -4	-0.4%	-$2K	0.38%	28
2023 Q4	$459K	Buy	+960	New	+$430K	0.37%	27

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

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

Longview Financial Advisors's IVV Position: Q3 2026 in Review

Longview Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 790 shares worth $605K. The position accounts for 0.35% of the portfolio, ranked #29.

Longview Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Longview Financial Advisors held 790 shares of iShares Core S&P 500 ETF worth $605K as of Q3 2026.
Longview Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.35% of Longview Financial Advisors's portfolio in Q3 2026, its #29 holding.
Longview Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.