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

Penney Financial’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	$1.05M	Hold	1,374	–	–	0.31%	21
2026 Q2	$1.03M	Hold	1,374	–	–	0.36%	25
2026 Q1	$898K	Hold	1,374	–	–	0.34%	25
2025 Q4	$941K	Hold	1,374	–	–	0.36%	24
2025 Q3	$920K	Sell	1,374 -480	-26%	-$309K	0.41%	24
2025 Q2	$1.15M	Hold	1,854	–	–	0.59%	20
2025 Q1	$1.04M	Hold	1,854	–	–	0.68%	14
2024 Q4	$1.09M	Hold	1,854	–	–	0.73%	14
2024 Q3	$1.07M	Buy	1,854 +15	+0.8%	+$8.34K	0.73%	14
2024 Q2	$1.01M	Buy	1,839 +255	+16%	+$134K	0.74%	14
2024 Q1	$833K	Sell	1,584 -20	-1%	-$10K	0.62%	16
2023 Q4	$766K	Buy	+1,604	New	+$718K	0.63%	18

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Penney Financial's IVV Position: Q3 2026 in Review

Penney Financial held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 1,374 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #21.

Penney Financial first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q2 2025. 2,233 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Penney Financial held 1,374 shares of iShares Core S&P 500 ETF worth $1.05M as of Q3 2026.
Penney Financial left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.31% of Penney Financial's portfolio in Q3 2026, its #21 holding.
Penney Financial first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Penney Financial's iShares Core S&P 500 ETF position peaked at $1.15M in Q2 2025.
2,233 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.