Outbound Financial Inc
IVV icon

Outbound Financial Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Outbound Financial Inc’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 		$1.92M Hold
2,502
– – 1.22% 20
2026
Q2 		$1.87M Sell
2,502
-56
-2% -$40.8K 1.21% 21
2026
Q1 		$1.67M Hold
2,558
– – 1.25% 19
2025
Q4 		$1.75M Hold
2,558
– – 1.36% 20
2025
Q3 		$1.71M Sell
2,558
-17
-0.7% -$10.9K 1.4% 19
2025
Q2 		$1.6M Buy
+2,575
New +$1.48M 1.46% 16

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Outbound Financial Inc's IVV Position: Q3 2026 in Review

Outbound Financial Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 2,502 shares worth $1.92M. The position accounts for 1.22% of the portfolio, ranked #20.

Outbound Financial Inc first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Outbound Financial Inc held 2,502 shares of iShares Core S&P 500 ETF worth $1.92M as of Q3 2026.
  • Outbound Financial Inc left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 1.22% of Outbound Financial Inc's portfolio in Q3 2026, its #20 holding.
  • Outbound Financial Inc first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.