Narus Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Narus Financial 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	$2.29M	Sell	2,995 -322	-10%	-$246K	0.61%	30
2026 Q2	$2.48M	Sell	3,317 -80	-2%	-$58.3K	0.64%	28
2026 Q1	$2.22M	Buy	3,397 +20	+0.6%	+$13.7K	0.58%	32
2025 Q4	$2.31M	Buy	3,377 +1	+0%	+$679	0.64%	30
2025 Q3	$2.26M	Buy	3,376 +251	+8%	+$162K	0.62%	32
2025 Q2	$1.94M	Sell	3,125 -5	-0.2%	-$2.87K	0.61%	34
2025 Q1	$1.76M	Hold	3,130	–	–	0.6%	37
2024 Q4	$1.84M	Sell	3,130 -100	-3%	-$59.2K	0.62%	35
2024 Q3	$1.86M	Buy	3,230 +51	+2%	+$28.4K	0.67%	30
2024 Q2	$1.74M	Sell	3,179 -184	-5%	-$96.8K	0.7%	29
2024 Q1	$1.77M	Buy	3,363 +293	+10%	+$147K	0.75%	26
2023 Q4	$1.47M	Sell	3,070 -608	-17%	-$272K	0.71%	25
2023 Q3	$1.58M	Hold	3,678	–	–	0.81%	23
2023 Q2	$1.64M	Buy	3,678 +17	+0.5%	+$7.16K	0.85%	21
2023 Q1	$1.5M	Buy	3,661 +41	+1%	+$16.4K	0.82%	24
2022 Q4	$1.39M	Sell	3,620 -609	-14%	-$235K	0.8%	25
2022 Q3	$1.52M	Buy	4,229 +10	+0.2%	+$3.99K	0.96%	20
2022 Q2	$1.6M	Sell	4,219 -95	-2%	-$39.1K	1.02%	16
2022 Q1	$1.96M	Buy	+4,314	New	+$1.93M	1.09%	16
2021 Q1	$884K	Buy	+2,222	New	+$860K	0.53%	23
2019 Q4	$960K	Sell	2,970 -365	-11%	-$113K	0.67%	15
2019 Q3	$996K	Hold	3,335	–	–	0.73%	12
2019 Q2	$983K	Buy	+3,335	New	+$966K	0.76%	13
2017 Q3	$1.78M	Buy	7,058 +1	+0%	+$248	1.57%	4
2017 Q2	$1.72M	Sell	7,057 -387	-5%	-$93.4K	1.59%	4
2017 Q1	$1.77M	Sell	7,444 -194	-3%	-$45.4K	1.71%	4
2016 Q4	$1.72M	Buy	+7,638	New	+$1.68M	1.81%	3

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Narus Financial Partners's IVV Position: Q3 2026 in Review

Narus Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q3 2026, selling an estimated $246K and leaving 2,995 shares worth $2.29M. The position accounts for 0.61% of the portfolio, ranked #30.

Narus Financial Partners first reported a position in IVV in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.48M in Q2 2026. 2,758 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Narus Financial Partners held 2,995 shares of iShares Core S&P 500 ETF worth $2.29M as of Q3 2026.
Narus Financial Partners sold 322 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $246K.
iShares Core S&P 500 ETF made up 0.61% of Narus Financial Partners's portfolio in Q3 2026, its #30 holding.
Narus Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 27 quarters since.
Narus Financial Partners's iShares Core S&P 500 ETF position peaked at $2.48M in Q2 2026.
2,758 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.