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

Opal Wealth Advisors’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	$1.45M	Buy	1,896 +105	+6%	+$80.1K	0.3%	37
2026 Q2	$1.34M	Buy	1,791 +517	+41%	+$376K	0.29%	40
2026 Q1	$832K	Sell	1,274 -6,763	-84%	-$4.62M	0.19%	54
2025 Q4	$5.5M	Buy	8,037 +6,940	+633%	+$4.71M	1.44%	9
2025 Q3	$734K	Sell	1,097 -12	-1%	-$7.73K	0.2%	65
2025 Q2	$689K	Buy	1,109 +274	+33%	+$157K	0.19%	65
2025 Q1	$469K	Sell	835 -1,173	-58%	-$693K	0.14%	84
2024 Q4	$1.18M	Buy	2,008 +238	+13%	+$141K	0.35%	40
2024 Q3	$1.02M	Buy	1,770 +17	+1%	+$9.45K	0.32%	45
2024 Q2	$959K	Sell	1,753 -481	-22%	-$253K	0.31%	41
2024 Q1	$1.17M	Sell	2,234 -488	-18%	-$244K	0.4%	35
2023 Q4	$1.3M	Buy	2,722 +1,460	+116%	+$653K	0.51%	35
2023 Q3	$542K	Buy	+1,262	New	+$564K	0.32%	52
2023 Q1	–	Sell	-3,845	Closed	-$1.48M	–	125
2022 Q4	$1.48M	Buy	3,845 +2,218	+136%	+$856K	0.81%	16
2022 Q3	$584K	Sell	1,627 -466	-22%	-$186K	0.43%	35
2022 Q2	$794K	Buy	+2,093	New	+$861K	0.53%	28
2022 Q1	–	Sell	-1,311	Closed	-$625K	–	117
2021 Q4	$625K	Buy	+1,311	New	+$604K	0.4%	44

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

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Opal Wealth Advisors's IVV Position: Q3 2026 in Review

Opal Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q3 2026, buying an estimated $80.1K and bringing the position to 1,896 shares worth $1.45M. The position accounts for 0.3% of the portfolio, ranked #37.

Opal Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.5M in Q4 2025. 2,605 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Opal Wealth Advisors held 1,896 shares of iShares Core S&P 500 ETF worth $1.45M as of Q3 2026.
Opal Wealth Advisors bought 105 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $80.1K.
iShares Core S&P 500 ETF made up 0.3% of Opal Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Opal Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
Opal Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.5M in Q4 2025.
2,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.