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

McGlone Suttner 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	$2.43M	Sell	3,172 -84	-3%	-$64.1K	0.28%	42
2026 Q2	$2.44M	Sell	3,256 -432	-12%	-$315K	0.29%	40
2026 Q1	$2.41M	Buy	3,688 +2	+0.1%	+$1.37K	0.32%	36
2025 Q4	$2.52M	Buy	3,686 +188	+5%	+$128K	0.34%	29
2025 Q3	$2.34M	Buy	3,498 +44	+1%	+$28.3K	0.33%	30
2025 Q2	$2.14M	Buy	3,454 +39	+1%	+$22.4K	0.32%	32
2025 Q1	$1.92M	Buy	3,415 +494	+17%	+$292K	0.31%	32
2024 Q4	$1.72M	Buy	2,921 +449	+18%	+$266K	0.29%	39
2024 Q3	$1.43M	Sell	2,472 -379	-13%	-$211K	0.3%	44
2024 Q2	$1.36M	Buy	2,851 +26	+0.9%	+$13.7K	0.28%	35
2024 Q1	$1.49M	Sell	2,825 -26	-0.9%	-$13K	0.28%	42
2023 Q4	$1.36M	Sell	2,851 -426	-13%	-$191K	0.27%	35
2023 Q3	$1.41M	Sell	3,277 -214	-6%	-$95.7K	0.33%	29
2023 Q2	$1.56M	Sell	3,491 -18	-0.5%	-$7.59K	0.36%	32
2023 Q1	$1.44M	Sell	3,509 -208	-6%	-$83.4K	0.37%	29
2022 Q4	$1.43M	Buy	+3,717	New	+$1.43M	0.45%	30

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

McGlone Suttner Wealth Management's IVV Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q3 2026, selling an estimated $64.1K and leaving 3,172 shares worth $2.43M. The position accounts for 0.28% of the portfolio, ranked #42.

McGlone Suttner Wealth Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.52M in Q4 2025. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

McGlone Suttner Wealth Management held 3,172 shares of iShares Core S&P 500 ETF worth $2.43M as of Q3 2026.
McGlone Suttner Wealth Management sold 84 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $64.1K.
iShares Core S&P 500 ETF made up 0.28% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #42 holding.
McGlone Suttner Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
McGlone Suttner Wealth Management's iShares Core S&P 500 ETF position peaked at $2.52M in Q4 2025.
3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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