Peak Financial Management
IVV icon

Peak Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Peak Financial 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 		$2.55M Sell
3,326
-39
-1% -$29.8K 0.58% 30
2026
Q2 		$2.52M Sell
3,365
-33
-1% -$24K 0.58% 30
2026
Q1 		$2.22M Sell
3,398
-92
-3% -$62.8K 0.56% 32
2025
Q4 		$2.39M Sell
3,490
-32
-0.9% -$21.7K 0.62% 30
2025
Q3 		$2.36M Sell
3,522
-231
-6% -$149K 0.62% 31
2025
Q2 		$2.33M Sell
3,753
-15
-0.4% -$8.61K 0.66% 31
2025
Q1 		$2.12M Buy
3,768
+192
+5% +$113K 0.63% 32
2024
Q4 		$2.11M Buy
3,576
+122
+4% +$72.2K 0.63% 33
2024
Q3 		$1.99M Sell
3,454
-302
-8% -$168K 0.59% 33
2024
Q2 		$2.06M Sell
3,756
-20
-0.5% -$10.5K 0.64% 31
2024
Q1 		$1.99M Sell
3,776
-207
-5% -$104K 0.63% 30
2023
Q4 		$1.9M Sell
3,983
-137
-3% -$61.3K 0.64% 29
2023
Q3 		$1.77M Hold
4,120
– – 0.64% 29
2023
Q2 		$1.84M Buy
4,120
+1,278
+45% +$539K 0.65% 32
2023
Q1 		$1.17M Buy
2,842
+3
+0.1% +$1.2K 0.43% 37
2022
Q4 		$1.09M Hold
2,839
– – 0.43% 36
2022
Q3 		$1.02M Buy
2,839
+65
+2% +$26K 0.42% 36
2022
Q2 		$1.05M Buy
2,774
+45
+2% +$18.5K 0.4% 35
2022
Q1 		$1.24M Sell
2,729
-134
-5% -$59.9K 0.41% 38
2021
Q4 		$1.37M Buy
2,863
+1
+0% +$461 0.44% 35
2021
Q3 		$1.23M Sell
2,862
-5
-0.2% -$2.22K 0.42% 35
2021
Q2 		$1.23M Sell
2,867
-146
-5% -$61.2K 0.42% 34
2021
Q1 		$1.2M Sell
3,013
-148
-5% -$57.3K 0.43% 35
2020
Q4 		$1.19M Sell
3,161
-133
-4% -$47.3K 0.45% 33
2020
Q3 		$1.11M Buy
3,294
+1,195
+57% +$398K 0.48% 33
2020
Q2 		$650K Buy
2,099
+366
+21% +$107K 0.31% 36
2020
Q1 		$448K Buy
1,733
+324
+23% +$99.3K 0.23% 37
2019
Q4 		$456K Buy
1,409
+20
+1% +$6.19K 0.19% 43
2019
Q3 		$415K Buy
1,389
+60
+5% +$17.8K 0.18% 42
2019
Q2 		$392K Sell
1,329
-7
-0.5% -$2.03K 0.18% 45
2019
Q1 		$380K Buy
1,336
+225
+20% +$61.5K 0.17% 46
2018
Q4 		$280K Buy
+1,111
New +$302K 0.14% 48

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Peak Financial Management's IVV Position: Q3 2026 in Review

Peak Financial Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, selling an estimated $29.8K and leaving 3,326 shares worth $2.55M. The position accounts for 0.58% of the portfolio, ranked #30.

Peak Financial Management first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. 1,901 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Peak Financial Management held 3,326 shares of iShares Core S&P 500 ETF worth $2.55M as of Q3 2026.
  • Peak Financial Management sold 39 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $29.8K.
  • iShares Core S&P 500 ETF made up 0.58% of Peak Financial Management's portfolio in Q3 2026, its #30 holding.
  • Peak Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.