North Point Portfolio Managers’s iShares Core S&P 500 ETF IVV Stock Holding History

North Point Portfolio Managers’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	$1.3M	Hold	1,695	–	–	0.22%	45
2026 Q2	$1.27M	Hold	1,695	–	–	0.21%	43
2026 Q1	$1.11M	Buy	1,695 +415	+32%	+$283K	0.2%	43
2025 Q4	$877K	Buy	+1,280	New	+$869K	0.15%	42

Other funds holding IVV

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

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BOF

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

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

North Point Portfolio Managers's IVV Position: Q3 2026 in Review

North Point Portfolio Managers held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,695 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #45.

North Point Portfolio Managers first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

North Point Portfolio Managers held 1,695 shares of iShares Core S&P 500 ETF worth $1.3M as of Q3 2026.
North Point Portfolio Managers left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.22% of North Point Portfolio Managers's portfolio in Q3 2026, its #45 holding.
North Point Portfolio Managers first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
657 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.