Newbridge Financial Services Group
IVV icon

Newbridge Financial Services Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Newbridge Financial Services Group’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 		$15.4M Buy
20,078
+1,247
+7% +$952K 1.77% 15
2026
Q2 		$14.1M Buy
18,831
+744
+4% +$542K 1.74% 15
2026
Q1 		$11.8M Buy
18,087
+759
+4% +$518K 1.94% 12
2025
Q4 		$11.9M Buy
17,328
+2,058
+13% +$1.4M 1.84% 12
2025
Q3 		$10.2M Buy
15,270
+471
+3% +$303K 1.53% 13
2025
Q2 		$9.19M Buy
14,799
+1,755
+13% +$1.01M 1.49% 13
2025
Q1 		$7.33M Buy
13,044
+2,929
+29% +$1.73M 1.78% 12
2024
Q4 		$5.95M Buy
10,115
+1,104
+12% +$653K 1.53% 14
2024
Q3 		$5.2M Buy
9,011
+2,352
+35% +$1.31M 1.82% 12
2024
Q2 		$3.64M Buy
6,659
+2,563
+63% +$1.35M 1.36% 13
2024
Q1 		$2.15M Buy
4,096
+1,276
+45% +$638K 0.94% 18
2023
Q4 		$1.35M Buy
2,820
+155
+6% +$69.4K 0.66% 24
2023
Q3 		$1.14M Buy
2,665
+644
+32% +$288K 0.58% 23
2023
Q2 		$901K Buy
2,021
+108
+6% +$45.5K 0.44% 36
2023
Q1 		$786K Sell
1,913
-79
-4% -$31.7K 0.42% 45
2022
Q4 		$765K Buy
1,992
+158
+9% +$61K 0.44% 44
2022
Q3 		$658K Buy
1,834
+24
+1% +$9.6K 0.39% 53
2022
Q2 		$686K Sell
1,810
-122
-6% -$50.2K 0.43% 46
2022
Q1 		$877K Buy
1,932
+190
+11% +$85K 0.43% 45
2021
Q4 		$831K Buy
1,742
+247
+17% +$114K 0.39% 48
2021
Q3 		$644K Buy
1,495
+770
+106% +$341K 0.4% 49
2021
Q2 		$312K Buy
725
+371
+105% +$155K 0.19% 120
2021
Q1 		$141K Buy
354
+210
+146% +$81.3K 0.1% 206
2020
Q4 		$54K Hold
144
– – 0.04% 315
2020
Q3 		$48K Buy
+144
New +$47.9K 0.05% 327

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group's IVV Position: Q3 2026 in Review

Newbridge Financial Services Group increased its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q3 2026, buying an estimated $952K and bringing the position to 20,078 shares worth $15.4M. The position accounts for 1.77% of the portfolio, ranked #15.

Newbridge Financial Services Group first reported a position in IVV in Q3 2020 and has held it in 25 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Newbridge Financial Services Group held 20,078 shares of iShares Core S&P 500 ETF worth $15.4M as of Q3 2026.
  • Newbridge Financial Services Group bought 1,247 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $952K.
  • iShares Core S&P 500 ETF made up 1.77% of Newbridge Financial Services Group's portfolio in Q3 2026, its #15 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 25 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.