Mosley Wealth Management
IVV icon

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

Mosley Wealth 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 		$7.99M Sell
10,302
-188
-2% -$143K 2.33% 11
2026
Q2 		$7.86M Sell
10,490
-6,615
-39% -$4.82M 2.5% 10
2026
Q1 		$11.4M Buy
17,105
+1
+0% +$683 5.18% 3
2025
Q4 		$11.6M Buy
+17,104
New +$11.6M 5.29% 3
2024
Q4 		$14.3M Buy
23,634
+1,347
+6% +$797K 8.85% 1
2024
Q3 		$13.1M Sell
22,287
-1,116
-5% -$621K 8.92% 2
2024
Q2 		$12.8M Buy
23,403
+883
+4% +$464K 10.9% 1
2024
Q1 		$11.8M Sell
22,520
-4,736
-17% -$2.37M 11.11% 1
2023
Q4 		$13M Buy
+27,256
New +$12.2M 12.84% 1

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Mosley Wealth Management's IVV Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q3 2026, selling an estimated $143K and leaving 10,302 shares worth $7.99M. The position accounts for 2.33% of the portfolio, ranked #11.

Mosley Wealth Management first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.3M in Q4 2024. 2,622 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Mosley Wealth Management held 10,302 shares of iShares Core S&P 500 ETF worth $7.99M as of Q3 2026.
  • Mosley Wealth Management sold 188 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $143K.
  • iShares Core S&P 500 ETF made up 2.33% of Mosley Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Mosley Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
  • Mosley Wealth Management's iShares Core S&P 500 ETF position peaked at $14.3M in Q4 2024.
  • 2,622 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.