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

Maia 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	$8.73M	Sell	11,393 -3,296	-22%	-$2.52M	1.2%	13
2026 Q2	$11M	Sell	14,689 -270	-2%	-$197K	1.62%	4
2026 Q1	$9.8M	Sell	14,959 -594	-4%	-$406K	1.65%	4
2025 Q4	$10.6M	Sell	15,553 -106	-0.7%	-$72K	1.82%	6
2025 Q3	$10.7M	Sell	15,659 -363	-2%	-$234K	1.81%	9
2025 Q2	$9.9M	Sell	16,022 -2,367	-13%	-$1.36M	1.9%	8
2025 Q1	$10M	Buy	18,389 +809	+5%	+$478K	2.26%	6
2024 Q4	$10.6M	Buy	17,580 +1,292	+8%	+$765K	2.28%	7
2024 Q3	$9.48M	Buy	16,288 +1,120	+7%	+$623K	2.34%	7
2024 Q2	$8.56M	Buy	+15,168	New	+$7.98M	2.58%	6
2023 Q4	$6.45M	Buy	+13,510	New	+$6.05M	2.61%	7

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

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Maia Wealth's IVV Position: Q3 2026 in Review

Maia Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q3 2026, selling an estimated $2.52M and leaving 11,393 shares worth $8.73M. The position accounts for 1.2% of the portfolio, ranked #13.

Maia Wealth first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q2 2026. 1,646 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Maia Wealth held 11,393 shares of iShares Core S&P 500 ETF worth $8.73M as of Q3 2026.
Maia Wealth sold 3,296 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.52M.
iShares Core S&P 500 ETF made up 1.2% of Maia Wealth's portfolio in Q3 2026, its #13 holding.
Maia Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares Core S&P 500 ETF position peaked at $11M in Q2 2026.
1,646 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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