Luminvest Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Luminvest Wealth Management’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	$397K	Sell	518 -213	-29%	-$163K	0.1%	36
2026 Q2	$548K	Buy	731 +1	+0.1%	+$728	0.13%	36
2026 Q1	$477K	Buy	730 +368	+102%	+$251K	0.12%	35
2025 Q4	$248K	Hold	362	–	–	0.07%	42
2025 Q3	$243K	Buy	+362	New	+$233K	0.08%	41

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Luminvest Wealth Management's IVV Position: Q3 2026 in Review

Luminvest Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 29% in Q3 2026, selling an estimated $163K and leaving 518 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #36.

Luminvest Wealth Management first reported a position in IVV in Q3 2025 and has held it in 5 quarters since. The position peaked at $548K in Q2 2026. 1,835 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Luminvest Wealth Management held 518 shares of iShares Core S&P 500 ETF worth $397K as of Q3 2026.
Luminvest Wealth Management sold 213 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $163K.
iShares Core S&P 500 ETF made up 0.1% of Luminvest Wealth Management's portfolio in Q3 2026, its #36 holding.
Luminvest Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
Luminvest Wealth Management's iShares Core S&P 500 ETF position peaked at $548K in Q2 2026.
1,835 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.