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Olistico Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Olistico Wealth’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 		$25.3K Buy
+33
New +$25.2K 0.01% 204
2024
Q4 		– Sell
-139
Closed -$80.2K – 315
2024
Q3 		$80.2K Buy
+139
New +$77.3K 0.05% 140

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
EB
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

Olistico Wealth's IVV Position: Q3 2026 in Review

Olistico Wealth opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 33 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Olistico Wealth previously reported a position in IVV as recently as Q3 2024.

Olistico Wealth first reported a position in IVV in Q3 2024 and has held it in 2 quarters since. The position peaked at $80.2K in Q3 2024. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Olistico Wealth held 33 shares of iShares Core S&P 500 ETF worth $25.3K as of Q3 2026.
  • iShares Core S&P 500 ETF was a new Olistico Wealth position in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #204 holding.
  • Olistico Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 2 quarters since.
  • Olistico Wealth's iShares Core S&P 500 ETF position peaked at $80.2K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.