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

Meriwether Wealth & Planning’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	$35.2K	Buy	+46	New	+$35.1K	0.02%	293

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

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Meriwether Wealth & Planning's IVV Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 46 shares worth $35.2K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings.

1,980 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Meriwether Wealth & Planning held 46 shares of iShares Core S&P 500 ETF worth $35.2K as of Q3 2026.
iShares Core S&P 500 ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares Core S&P 500 ETF made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #293 holding.
1,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.