Mendota Financial Group
IVV icon

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

Mendota Financial Group’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 		$10M Sell
13,109
-87
-0.7% -$66.4K 6.23% 6
2026
Q2 		$9.9M Sell
13,196
-171
-1% -$125K 6.12% 5
2026
Q1 		$8.73M Buy
13,367
+12
+0.1% +$8.19K 6.47% 5
2025
Q4 		$9.15M Buy
13,355
+174
+1% +$118K 6.66% 6
2025
Q3 		$8.82M Sell
13,181
-26
-0.2% -$16.7K 6.59% 7
2025
Q2 		$8.2M Buy
13,207
+243
+2% +$140K 7.76% 6
2025
Q1 		$7.28M Sell
12,964
-3,819
-23% -$2.26M 7.9% 6
2024
Q4 		$9.9M Sell
16,783
-2,671
-14% -$1.58M 6.4% 7
2024
Q3 		$11.2M Buy
19,454
+655
+3% +$364K 5.36% 7
2024
Q2 		$10.3M Buy
18,799
+747
+4% +$393K 5.51% 7
2024
Q1 		$9.49M Buy
18,052
+10,473
+138% +$5.24M 5.55% 6
2023
Q4 		$3.62M Buy
7,579
+5,759
+316% +$2.58M 2.83% 7
2023
Q3 		$782K Hold
1,820
– – 0.81% 22
2023
Q2 		$811K Sell
1,820
-1,133
-38% -$477K 0.92% 19
2023
Q1 		$1.34M Buy
2,953
+1,170
+66% +$469K 1.34% 18
2022
Q4 		$685K Buy
+1,783
New +$688K 0.87% 20

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Mendota Financial Group's IVV Position: Q3 2026 in Review

Mendota Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.66% in Q3 2026, selling an estimated $66.4K and leaving 13,109 shares worth $10M. The position accounts for 6.23% of the portfolio, ranked #6.

Mendota Financial Group first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.2M in Q3 2024. 2,757 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Mendota Financial Group held 13,109 shares of iShares Core S&P 500 ETF worth $10M as of Q3 2026.
  • Mendota Financial Group sold 87 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $66.4K.
  • iShares Core S&P 500 ETF made up 6.23% of Mendota Financial Group's portfolio in Q3 2026, its #6 holding.
  • Mendota Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Mendota Financial Group's iShares Core S&P 500 ETF position peaked at $11.2M in Q3 2024.
  • 2,757 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.