Members Wealth
IVV icon

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

Members 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 		$30.1M Buy
38,551
+1,579
+4% +$1.2M 15.02% 1
2026
Q2 		$27.7M Buy
36,972
+179
+0.5% +$130K 15.18% 1
2026
Q1 		$26.3M Buy
36,793
+1,432
+4% +$978K 15.71% 1
2025
Q4 		$24.6M Sell
35,361
-1,166
-3% -$792K 15.41% 1
2025
Q3 		$24.5M Buy
+36,527
New +$23.5M 15.54% 1
2025
Q1 		$20.7M Buy
36,849
+6,783
+23% +$4.01M 15.62% 1
2024
Q4 		$18.2M Buy
+30,066
New +$17.8M 13.61% 1
2024
Q2 		$23.4M Buy
+37,529
New +$19.7M 15.69% 1

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Members Wealth's IVV Position: Q3 2026 in Review

Members Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q3 2026, buying an estimated $1.2M and bringing the position to 38,551 shares worth $30.1M. The position accounts for 15.02% of the portfolio, ranked #1.

Members Wealth first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Members Wealth held 38,551 shares of iShares Core S&P 500 ETF worth $30.1M as of Q3 2026.
  • Members Wealth bought 1,579 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.2M.
  • iShares Core S&P 500 ETF made up 15.02% of Members Wealth's portfolio in Q3 2026, its #1 holding.
  • Members Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.