NWF Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

NWF Advisory Services’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	$21.7M	Buy	28,397 +332	+1%	+$253K	2.02%	8
2026 Q2	$21M	Buy	28,065 +268	+1%	+$195K	1.98%	8
2026 Q1	$18.2M	Buy	27,797 +517	+2%	+$353K	2.05%	9
2025 Q4	$18.7M	Sell	27,280 -725	-3%	-$492K	2.06%	8
2025 Q3	$18.7M	Buy	28,005 +471	+2%	+$303K	2.06%	9
2025 Q2	$17.1M	Buy	27,534 +1,809	+7%	+$1.04M	2.04%	8
2025 Q1	$14.5M	Buy	25,725 +445	+2%	+$263K	2.03%	8
2024 Q4	$14.9M	Sell	25,280 -2,090	-8%	-$1.24M	2.18%	10
2024 Q3	$15.8M	Buy	27,370 +1,856	+7%	+$1.03M	2.3%	7
2024 Q2	$14M	Buy	25,514 +45	+0.2%	+$23.7K	2.22%	8
2024 Q1	$13.4M	Buy	25,469 +1,862	+8%	+$932K	2.24%	7
2023 Q4	$11.3M	Buy	23,607 +518	+2%	+$232K	2.24%	9
2023 Q3	$9.9M	Sell	23,089 -537	-2%	-$240K	2.33%	7
2023 Q2	$10.5M	Hold	23,626	–	–	2.44%	6
2023 Q1	$10.5M	Buy	+23,626	New	+$9.47M	2.44%	6

Other funds holding IVV

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 $1.28B AUM 16.36% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

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

NWF Advisory Services's IVV Position: Q3 2026 in Review

NWF Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, buying an estimated $253K and bringing the position to 28,397 shares worth $21.7M. The position accounts for 2.02% of the portfolio, ranked #8.

NWF Advisory Services first reported a position in IVV in Q1 2023 and has held it in 15 quarters since. 987 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

NWF Advisory Services held 28,397 shares of iShares Core S&P 500 ETF worth $21.7M as of Q3 2026.
NWF Advisory Services bought 332 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $253K.
iShares Core S&P 500 ETF made up 2.02% of NWF Advisory Services's portfolio in Q3 2026, its #8 holding.
NWF Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
987 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.