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

MBE 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	$14.1M	Buy	18,432 +127	+0.7%	+$96.9K	4.97%	4
2026 Q2	$13.7M	Sell	18,305 -50	-0.3%	-$36.4K	4.82%	4
2026 Q1	$12M	Buy	18,355 +801	+5%	+$547K	4.98%	4
2025 Q4	$12M	Sell	17,554 -208	-1%	-$141K	5.03%	5
2025 Q3	$11.9M	Sell	17,762 -894	-5%	-$576K	5.14%	4
2025 Q2	$11.6M	Buy	18,656 +347	+2%	+$199K	5.04%	5
2025 Q1	$10.3M	Buy	18,309 +3,662	+25%	+$2.16M	4.92%	5
2024 Q4	$8.62M	Sell	14,647 -457	-3%	-$271K	4.86%	5
2024 Q3	$8.71M	Sell	15,104 -705	-4%	-$392K	4.81%	5
2024 Q2	$8.65M	Sell	15,809 -943	-6%	-$496K	5.24%	5
2024 Q1	$8.81M	Sell	16,752 -65,448	-80%	-$32.7M	5.44%	5
2023 Q4	$39.3M	Sell	82,200 -5,197	-6%	-$2.33M	20.1%	1
2023 Q3	$37.5M	Sell	87,397 -2,219	-2%	-$993K	21.55%	1
2023 Q2	$39.9M	Sell	89,616 -836	-0.9%	-$352K	21.47%	1
2023 Q1	$37.2M	Sell	90,452 -6,708	-7%	-$2.69M	21.89%	1
2022 Q4	$37.3M	Sell	97,160 -1,292	-1%	-$499K	24.09%	1
2022 Q3	$35.3M	Buy	98,452 +4,179	+4%	+$1.67M	25.77%	1
2022 Q2	$35.7M	Buy	94,273 +233	+0.2%	+$95.8K	24.94%	1
2022 Q1	$42.7M	Sell	94,040 -12,034	-11%	-$5.38M	25.37%	1
2021 Q4	$50.6M	Buy	106,074 +2,348	+2%	+$1.08M	25.99%	1
2021 Q3	$44.7M	Buy	103,726 +3,300	+3%	+$1.46M	22.76%	1
2021 Q2	$43.2M	Buy	100,426 +13,875	+16%	+$5.81M	22.35%	1
2021 Q1	$34.4M	Buy	86,551 +4,381	+5%	+$1.7M	18.69%	1
2020 Q4	$30.8M	Sell	82,170 -17,565	-18%	-$6.25M	20.86%	1
2020 Q3	$30.9M	Buy	99,735 +114	+0.1%	+$37.9K	25.95%	1
2020 Q2	$30.9M	Sell	99,621 -1,548	-2%	-$455K	25.94%	1
2020 Q1	$26.1M	Buy	101,169 +6,993	+7%	+$2.14M	24.92%	1
2019 Q4	$30.4M	Buy	+94,176	New	+$29.1M	30.47%	1

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

AIA Group Hong Kong $8.11B AUM 23.7% 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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

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

MBE Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.69% in Q3 2026, buying an estimated $96.9K and bringing the position to 18,432 shares worth $14.1M. The position accounts for 4.97% of the portfolio, ranked #4.

MBE Wealth Management first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $50.6M in Q4 2021. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

MBE Wealth Management held 18,432 shares of iShares Core S&P 500 ETF worth $14.1M as of Q3 2026.
MBE Wealth Management bought 127 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $96.9K.
iShares Core S&P 500 ETF made up 4.97% of MBE Wealth Management's portfolio in Q3 2026, its #4 holding.
MBE Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
MBE Wealth Management's iShares Core S&P 500 ETF position peaked at $50.6M in Q4 2021.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.