Noble Wealth Management PBC’s iShares Core S&P 500 ETF IVV Stock Holding History

Noble Wealth Management PBC’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	$927K	Sell	1,210 -41	-3%	-$31.3K	0.41%	71
2026 Q2	$937K	Sell	1,251 -21	-2%	-$15.3K	0.42%	66
2026 Q1	$831K	Sell	1,272 -19	-1%	-$13K	0.42%	64
2025 Q4	$884K	Sell	1,291 -30	-2%	-$20.4K	0.44%	61
2025 Q3	$884K	Buy	+1,321	New	+$851K	0.47%	60
2025 Q1	$657K	Sell	1,169 -1,004	-46%	-$593K	0.45%	67
2024 Q4	$1.28M	Buy	+2,173	New	+$1.29M	0.89%	37

Other funds holding IVV

FFA

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

AWE

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Noble Wealth Management PBC's IVV Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q3 2026, selling an estimated $31.3K and leaving 1,210 shares worth $927K. The position accounts for 0.41% of the portfolio, ranked #71.

Noble Wealth Management PBC first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2024. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Noble Wealth Management PBC held 1,210 shares of iShares Core S&P 500 ETF worth $927K as of Q3 2026.
Noble Wealth Management PBC sold 41 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $31.3K.
iShares Core S&P 500 ETF made up 0.41% of Noble Wealth Management PBC's portfolio in Q3 2026, its #71 holding.
Noble Wealth Management PBC first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's iShares Core S&P 500 ETF position peaked at $1.28M in Q4 2024.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.