MJT & Associates Financial Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

MJT & Associates Financial Advisory’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	$830K	Hold	1,085	–	–	0.54%	17
2026 Q2	$812K	Hold	1,085	–	–	0.54%	19
2026 Q1	$708K	Hold	1,085	–	–	0.52%	18
2025 Q4	$743K	Sell	1,085 -22	-2%	-$14.9K	0.55%	18
2025 Q3	$740K	Buy	1,107 +1,026	+1,267%	+$661K	0.6%	16
2025 Q2	$49.9K	Sell	81 -18,453	-100%	-$10.6M	0.06%	97
2025 Q1	$10.4M	Buy	+18,534	New	+$10.9M	10%	3

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

MJT & Associates Financial Advisory's IVV Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,085 shares worth $830K. The position accounts for 0.54% of the portfolio, ranked #17.

MJT & Associates Financial Advisory first reported a position in IVV in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2025. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

MJT & Associates Financial Advisory held 1,085 shares of iShares Core S&P 500 ETF worth $830K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.54% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #17 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares Core S&P 500 ETF position peaked at $10.4M in Q1 2025.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.