Nestegg Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Nestegg Advisors’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	$599K	Sell	782 -11	-1%	-$8.39K	0.39%	27
2026 Q2	$594K	Buy	793 +2	+0.3%	+$1.46K	0.42%	25
2026 Q1	$516K	Buy	791 +3	+0.4%	+$2.05K	0.45%	27
2025 Q4	$540K	Sell	788 -141	-15%	-$95.7K	0.46%	29
2025 Q3	$622K	Buy	929 +12	+1%	+$7.73K	0.55%	23
2025 Q2	$570K	Sell	917 -163	-15%	-$93.6K	0.55%	25
2025 Q1	$607K	Sell	1,080 -67	-6%	-$39.6K	0.64%	22
2024 Q4	$691K	Buy	+1,147	New	+$679K	0.7%	22

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Nestegg Advisors's IVV Position: Q3 2026 in Review

Nestegg Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q3 2026, selling an estimated $8.39K and leaving 782 shares worth $599K. The position accounts for 0.39% of the portfolio, ranked #27.

Nestegg Advisors first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $691K in Q4 2024. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Nestegg Advisors held 782 shares of iShares Core S&P 500 ETF worth $599K as of Q3 2026.
Nestegg Advisors sold 11 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $8.39K.
iShares Core S&P 500 ETF made up 0.39% of Nestegg Advisors's portfolio in Q3 2026, its #27 holding.
Nestegg Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Nestegg Advisors's iShares Core S&P 500 ETF position peaked at $691K in Q4 2024.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Nestegg Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.