Optivise Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Optivise Advisory Services's IVV Position: Q3 2026 in Review
Optivise Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q3 2026, buying an estimated $343K and bringing the position to 6,276 shares worth $4.81M. The position accounts for 2.36% of the portfolio, ranked #5.
Optivise Advisory Services first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.31M in Q2 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.
- Optivise Advisory Services held 6,276 shares of iShares Core S&P 500 ETF worth $4.81M as of Q3 2026.
- Optivise Advisory Services bought 449 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $343K.
- iShares Core S&P 500 ETF made up 2.36% of Optivise Advisory Services's portfolio in Q3 2026, its #5 holding.
- Optivise Advisory Services first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's iShares Core S&P 500 ETF position peaked at $6.31M in Q2 2025.
- 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.