Orca Wealth Management
IVV icon

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

Orca Wealth Management’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 		$357K Sell
466
-102
-18% -$77.8K 0.21% 60
2026
Q2 		$425K Buy
+568
New +$414K 0.26% 56

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Orca Wealth Management's IVV Position: Q3 2026 in Review

Orca Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 18% in Q3 2026, selling an estimated $77.8K and leaving 466 shares worth $357K. The position accounts for 0.21% of the portfolio, ranked #60.

Orca Wealth Management first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. The position peaked at $425K in Q2 2026. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Orca Wealth Management held 466 shares of iShares Core S&P 500 ETF worth $357K as of Q3 2026.
  • Orca Wealth Management sold 102 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $77.8K.
  • iShares Core S&P 500 ETF made up 0.21% of Orca Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Orca Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • Orca Wealth Management's iShares Core S&P 500 ETF position peaked at $425K in Q2 2026.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.