Morangie Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Morangie Management’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	$2.47M	Buy	3,228 +1,337	+71%	+$1.02M	2.07%	16
2026 Q2	$1.42M	Sell	1,891 -4	-0.2%	-$2.91K	1.18%	22
2026 Q1	$1.24M	Sell	1,895 -63	-3%	-$43K	1.14%	22
2025 Q4	$1.34M	Hold	1,958	–	–	1.07%	21
2025 Q3	$1.31M	Buy	1,958 +76	+4%	+$48.9K	1.13%	19
2025 Q2	$1.17M	Buy	+1,882	New	+$1.08M	1.01%	21

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

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

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Morangie Management's IVV Position: Q3 2026 in Review

Morangie Management increased its iShares Core S&P 500 ETF (IVV) stake by 71% in Q3 2026, buying an estimated $1.02M and bringing the position to 3,228 shares worth $2.47M. The position accounts for 2.07% of the portfolio, ranked #16.

Morangie Management first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Morangie Management held 3,228 shares of iShares Core S&P 500 ETF worth $2.47M as of Q3 2026.
Morangie Management bought 1,337 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.02M.
iShares Core S&P 500 ETF made up 2.07% of Morangie Management's portfolio in Q3 2026, its #16 holding.
Morangie Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Morangie Management's 13F filing for Q3 2026, filed 15 Oct 2026.