McCarley & Cook Financial Planners’s iShares Core S&P 500 ETF IVV Stock Holding History

McCarley & Cook Financial Planners’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	$45.3M	Buy	59,183 +6,403	+12%	+$4.89M	34.36%	1
2026 Q2	$39.5M	Buy	52,780 +5,814	+12%	+$4.23M	30.66%	1
2026 Q1	$30.7M	Buy	46,966 +4,418	+10%	+$3.02M	26.51%	1
2025 Q4	$29.1M	Buy	+42,548	New	+$28.9M	26.3%	1

Other funds holding IVV

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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

McCarley & Cook Financial Planners's IVV Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, buying an estimated $4.89M and bringing the position to 59,183 shares worth $45.3M. The position accounts for 34.36% of the portfolio, ranked #1.

McCarley & Cook Financial Planners first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

McCarley & Cook Financial Planners held 59,183 shares of iShares Core S&P 500 ETF worth $45.3M as of Q3 2026.
McCarley & Cook Financial Planners bought 6,403 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.89M.
iShares Core S&P 500 ETF made up 34.36% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #1 holding.
McCarley & Cook Financial Planners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.