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

Palo Alto 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
2025 Q3	$849K	Buy	1,237 +573	+86%	+$369K	0.25%	27
2025 Q2	$412K	Buy	664 +2	+0.3%	+$1.15K	0.16%	37
2025 Q1	$391K	Sell	662 -43	-6%	-$25.4K	0.15%	35
2024 Q4	$415K	Sell	705 -48	-6%	-$28.4K	0.15%	36
2024 Q3	$441K	Buy	753 +3	+0.4%	+$1.67K	0.18%	32
2024 Q2	$410K	Buy	750 +3	+0.4%	+$1.58K	0.28%	28
2024 Q1	$393K	Buy	747 +2	+0.3%	+$1K	0.28%	31
2023 Q4	$356K	Sell	745 -60	-7%	-$26.9K	0.27%	32
2023 Q3	$347K	Hold	805	–	–	0.29%	31
2023 Q2	$359K	Sell	805 -60	-7%	-$25.3K	0.29%	31
2023 Q1	$356K	Sell	865 -127	-13%	-$50.9K	0.28%	32
2022 Q4	$381K	Buy	+992	New	+$383K	0.32%	32

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Palo Alto Wealth Advisors's IVV Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 86% in Q3 2025, buying an estimated $369K and bringing the position to 1,237 shares worth $849K. The position accounts for 0.25% of the portfolio, ranked #27.

Palo Alto Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 12 quarters since. 3,675 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Palo Alto Wealth Advisors held 1,237 shares of iShares Core S&P 500 ETF worth $849K as of Q3 2025.
Palo Alto Wealth Advisors bought 573 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $369K.
iShares Core S&P 500 ETF made up 0.25% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #27 holding.
Palo Alto Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
3,675 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.