Opus Financial Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Opus Financial Solutions’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	$492K	Buy	+642	New	+$490K	0.43%	54

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

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

Opus Financial Solutions's IVV Position: Q3 2026 in Review

Opus Financial Solutions opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 642 shares worth $492K. The stake represents 0.43% of the portfolio and ranks #54 among its holdings.

2,779 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Opus Financial Solutions held 642 shares of iShares Core S&P 500 ETF worth $492K as of Q3 2026.
iShares Core S&P 500 ETF was a new Opus Financial Solutions position in Q3 2026.
iShares Core S&P 500 ETF made up 0.43% of Opus Financial Solutions's portfolio in Q3 2026, its #54 holding.
2,779 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Opus Financial Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.