Mirador Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Mirador Capital Partners’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	$485K	Hold	634	–	–	0.06%	161
2026 Q2	$474K	Buy	634 +1	+0.2%	+$728	0.06%	159
2026 Q1	$414K	Hold	633	–	–	0.06%	157
2025 Q4	$434K	Buy	633 +100	+19%	+$67.9K	0.06%	156
2025 Q3	$357K	Sell	533 -391	-42%	-$252K	0.05%	169
2025 Q2	$574K	Sell	924 -55	-6%	-$31.6K	0.09%	127
2025 Q1	$550K	Buy	979 +1	+0.1%	+$591	0.1%	129
2024 Q4	$576K	Buy	978 +202	+26%	+$120K	0.1%	119
2024 Q3	$448K	Buy	776 +1	+0.1%	+$556	0.08%	133
2024 Q2	$424K	Sell	775 -5	-0.6%	-$2.63K	0.08%	128
2024 Q1	$410K	Buy	780 +2	+0.3%	+$1K	0.08%	135
2023 Q4	$372K	Sell	778 -989	-56%	-$443K	0.08%	133
2023 Q3	$759K	Buy	1,767 +83	+5%	+$37.1K	0.17%	93
2023 Q2	$750K	Buy	1,684 +8	+0.5%	+$3.37K	0.18%	96
2023 Q1	$689K	Buy	+1,676	New	+$672K	0.16%	91
2022 Q4	–	Sell	-1,610	Closed	-$578K	–	196
2022 Q3	$578K	Sell	1,610 -56	-3%	-$22.4K	0.14%	98
2022 Q2	$632K	Buy	1,666 +87	+6%	+$35.8K	0.15%	99
2022 Q1	$717K	Buy	1,579 +159	+11%	+$71.1K	0.15%	104
2021 Q4	$677K	Buy	1,420 +203	+17%	+$93.6K	0.14%	118
2021 Q3	$524K	Buy	1,217 +14	+1%	+$6.2K	0.12%	130
2021 Q2	$517K	Sell	1,203 -131	-10%	-$54.9K	0.12%	134
2021 Q1	$531K	Sell	1,334 -7	-0.5%	-$2.71K	0.14%	116
2020 Q4	$504K	Buy	1,341 +415	+45%	+$148K	0.14%	115
2020 Q3	$311K	Buy	+926	New	+$308K	0.1%	133

Other funds holding IVV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mirador Capital Partners's IVV Position: Q3 2026 in Review

Mirador Capital Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 634 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #161.

Mirador Capital Partners first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. The position peaked at $759K in Q3 2023. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Mirador Capital Partners held 634 shares of iShares Core S&P 500 ETF worth $485K as of Q3 2026.
Mirador Capital Partners left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.06% of Mirador Capital Partners's portfolio in Q3 2026, its #161 holding.
Mirador Capital Partners first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
Mirador Capital Partners's iShares Core S&P 500 ETF position peaked at $759K in Q3 2023.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.