My Personal CFO LLC
IVV icon

My Personal CFO LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

My Personal CFO LLC’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 		$2.23M Sell
2,912
-95
-3% -$72.5K 0.8% 32
2026
Q2 		$2.25M Buy
3,007
+35
+1% +$25.5K 0.88% 30
2026
Q1 		$1.94M Sell
2,972
-121
-4% -$82.6K 0.85% 31
2025
Q4 		$2.12M Sell
3,093
-17,268
-85% -$11.7M 0.88% 31
2025
Q3 		$13.6M Buy
20,361
+17,086
+522% +$11M 5.28% 3
2025
Q2 		$2.03M Sell
3,275
-2
-0.1% -$1.15K 0.92% 31
2025
Q1 		$1.84M Buy
3,277
+6
+0.2% +$3.54K 0.93% 30
2024
Q4 		$1.93M Sell
3,271
-83
-2% -$49.1K 0.99% 29
2024
Q3 		$1.93M Buy
3,354
+158
+5% +$87.8K 1.06% 29
2024
Q2 		$1.75M Buy
3,196
+98
+3% +$51.5K 0.93% 30
2024
Q1 		$1.63M Sell
3,098
-33
-1% -$16.5K 0.94% 30
2023
Q4 		$1.5M Buy
3,131
+8
+0.3% +$3.58K 0.97% 27
2023
Q3 		$1.34M Hold
3,123
– – 1.08% 25
2023
Q2 		$1.39M Sell
3,123
-26
-0.8% -$11K 1.09% 25
2023
Q1 		$1.29M Buy
3,149
+2,122
+207% +$851K 1.1% 27
2022
Q4 		$1.21M Hold
1,027
– – 1.11% 24
2022
Q3 		$1.16M Sell
1,027
-1,452
-59% -$580K 1.76% 17
2022
Q2 		$940K Buy
2,479
+38
+2% +$15.6K 1.21% 24
2022
Q1 		$1.11M Buy
2,441
+337
+16% +$151K 1.15% 23
2021
Q4 		$1M Buy
+2,104
New +$970K 0.88% 28

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

My Personal CFO LLC's IVV Position: Q3 2026 in Review

My Personal CFO LLC reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q3 2026, selling an estimated $72.5K and leaving 2,912 shares worth $2.23M. The position accounts for 0.8% of the portfolio, ranked #32.

My Personal CFO LLC first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.6M in Q3 2025. 1,769 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • My Personal CFO LLC held 2,912 shares of iShares Core S&P 500 ETF worth $2.23M as of Q3 2026.
  • My Personal CFO LLC sold 95 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $72.5K.
  • iShares Core S&P 500 ETF made up 0.8% of My Personal CFO LLC's portfolio in Q3 2026, its #32 holding.
  • My Personal CFO LLC first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • My Personal CFO LLC's iShares Core S&P 500 ETF position peaked at $13.6M in Q3 2025.
  • 1,769 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.