Northland Securities’s iShares Core S&P 500 ETF IVV Stock Holding History

Northland Securities’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	$6.09M	Hold	7,953	–	–	3.56%	5
2026 Q2	$5.96M	Sell	7,953 -137	-2%	-$100K	3.47%	5
2026 Q1	$5.28M	Buy	8,090 +104	+1%	+$71K	5.03%	2
2025 Q4	$5.47M	Buy	+7,986	New	+$5.42M	5.24%	2

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Northland Securities's IVV Position: Q3 2026 in Review

Northland Securities held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 7,953 shares worth $6.09M. The position accounts for 3.56% of the portfolio, ranked #5.

Northland Securities first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Northland Securities held 7,953 shares of iShares Core S&P 500 ETF worth $6.09M as of Q3 2026.
Northland Securities left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 3.56% of Northland Securities's portfolio in Q3 2026, its #5 holding.
Northland Securities first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Northland Securities's 13F filing for Q3 2026, filed 2 Nov 2026.