McCarter Private Wealth Services’s iShares Core S&P 500 ETF IVV Stock Holding History

McCarter Private Wealth 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	$6.35M	Sell	8,293 -824	-9%	-$629K	2.16%	5
2026 Q2	$6.83M	Buy	9,117 +144	+2%	+$105K	2.36%	4
2026 Q1	$5.86M	Sell	8,973 -57	-0.6%	-$38.9K	2.55%	5
2025 Q4	$6.19M	Buy	9,030 +1,170	+15%	+$794K	2.78%	5
2025 Q3	$5.26M	Buy	7,860 +257	+3%	+$166K	2.69%	7
2025 Q2	$4.72M	Buy	+7,603	New	+$4.37M	2.7%	8

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

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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

McCarter Private Wealth Services's IVV Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its iShares Core S&P 500 ETF (IVV) stake by 9% in Q3 2026, selling an estimated $629K and leaving 8,293 shares worth $6.35M. The position accounts for 2.16% of the portfolio, ranked #5.

McCarter Private Wealth Services first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.83M in Q2 2026. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

McCarter Private Wealth Services held 8,293 shares of iShares Core S&P 500 ETF worth $6.35M as of Q3 2026.
McCarter Private Wealth Services sold 824 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $629K.
iShares Core S&P 500 ETF made up 2.16% of McCarter Private Wealth Services's portfolio in Q3 2026, its #5 holding.
McCarter Private Wealth Services first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
McCarter Private Wealth Services's iShares Core S&P 500 ETF position peaked at $6.83M in Q2 2026.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.