Madrona Financial Services
IVV icon

Madrona Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Madrona Financial Services’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 		$67.5M Buy
88,138
+3,388
+4% +$2.59M 10.45% 1
2026
Q2 		$63.5M Buy
84,750
+3,428
+4% +$2.5M 11.7% 1
2026
Q1 		$53.1M Sell
81,322
-8,885
-10% -$6.07M 11.63% 1
2025
Q4 		$61.8M Sell
90,207
-29
-0% -$19.7K 13.2% 1
2025
Q3 		$60.4M Buy
90,236
+1,248
+1% +$804K 13.32% 1
2025
Q2 		$55.3M Buy
88,988
+2,655
+3% +$1.52M 13.25% 1
2025
Q1 		$48.5M Buy
86,333
+33,090
+62% +$19.5M 13.34% 1
2024
Q4 		$31.3M Buy
53,243
+7,232
+16% +$4.28M 8.54% 2
2024
Q3 		$26.5M Buy
46,011
+7,474
+19% +$4.16M 7.38% 4
2024
Q2 		$21.1M Sell
38,537
-10,223
-21% -$5.38M 6.48% 5
2024
Q1 		$25.6M Sell
48,760
-617
-1% -$309K 8.93% 3
2023
Q4 		$23.6M Sell
49,377
-5,427
-10% -$2.43M 9.3% 3
2023
Q3 		$23.5M Buy
54,804
+44,361
+425% +$19.8M 10.75% 1
2023
Q2 		$4.65M Buy
10,443
+6,703
+179% +$2.82M 2.28% 12
2023
Q1 		$1.54M Buy
3,740
+3,173
+560% +$1.27M 0.82% 25
2022
Q4 		$218K Sell
567
-35
-6% -$13.5K 0.12% 71
2022
Q3 		$216K Sell
602
-1,008
-63% -$403K 0.13% 67
2022
Q2 		$610K Hold
1,610
– – 0.36% 34
2022
Q1 		$726K Hold
1,610
– – 0.36% 40
2021
Q4 		$768K Hold
1,610
– – 0.32% 37
2021
Q3 		$694K Hold
1,610
– – 0.33% 34
2021
Q2 		$692K Sell
1,610
-539
-25% -$226K 0.36% 31
2021
Q1 		$855K Buy
+2,149
New +$832K 0.44% 32

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
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Madrona Financial Services's IVV Position: Q3 2026 in Review

Madrona Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q3 2026, buying an estimated $2.59M and bringing the position to 88,138 shares worth $67.5M. The position accounts for 10.45% of the portfolio, ranked #1.

Madrona Financial Services first reported a position in IVV in Q1 2021 and has held it in 23 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Madrona Financial Services held 88,138 shares of iShares Core S&P 500 ETF worth $67.5M as of Q3 2026.
  • Madrona Financial Services bought 3,388 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.59M.
  • iShares Core S&P 500 ETF made up 10.45% of Madrona Financial Services's portfolio in Q3 2026, its #1 holding.
  • Madrona Financial Services first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 23 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.