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

Manchester Financial’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	$391K	Sell	511 -22	-4%	-$16.8K	0.07%	90
2026 Q2	$399K	Buy	533 +141	+36%	+$103K	0.07%	90
2026 Q1	$256K	Buy	392 +8	+2%	+$5.46K	0.05%	117
2025 Q4	$263K	Sell	384 -51	-12%	-$34.6K	0.05%	114
2025 Q3	$291K	Buy	435 +13	+3%	+$8.37K	0.06%	105
2025 Q2	$262K	Buy	422 +47	+13%	+$27K	0.05%	104
2025 Q1	$211K	Buy	+375	New	+$221K	0.05%	112
2021 Q2	–	Sell	-58	Closed	-$23K	–	347
2021 Q1	$23K	Hold	58	–	–	0.01%	300
2020 Q4	$22K	Hold	58	–	–	0.01%	267
2020 Q3	$19K	Sell	58 -72	-55%	-$24K	0.01%	242
2020 Q2	$40K	Hold	130	–	–	0.03%	142
2020 Q1	$34K	Hold	130	–	–	0.03%	152
2019 Q4	$42K	Buy	+130	New	+$40.2K	0.02%	165
2019 Q3	–	Sell	-144	Closed	-$43K	–	243
2019 Q2	$43K	Buy	+144	New	+$41.7K	0.02%	155

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Manchester Financial's IVV Position: Q3 2026 in Review

Manchester Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q3 2026, selling an estimated $16.8K and leaving 511 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #90.

Manchester Financial first reported a position in IVV in Q2 2019 and has held it in 14 quarters since. The position peaked at $399K in Q2 2026. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Manchester Financial held 511 shares of iShares Core S&P 500 ETF worth $391K as of Q3 2026.
Manchester Financial sold 22 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $16.8K.
iShares Core S&P 500 ETF made up 0.07% of Manchester Financial's portfolio in Q3 2026, its #90 holding.
Manchester Financial first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 14 quarters since.
Manchester Financial's iShares Core S&P 500 ETF position peaked at $399K in Q2 2026.
2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Manchester Financial's 13F filing for Q3 2026, filed 15 Oct 2026.