Phillip James Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History

Phillip James Consulting’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	$20.7K	Buy	+27	New	+$20.6K	0.01%	157

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Phillip James Consulting's IVV Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 27 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings.

3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Phillip James Consulting held 27 shares of iShares Core S&P 500 ETF worth $20.7K as of Q3 2026.
iShares Core S&P 500 ETF was a new Phillip James Consulting position in Q3 2026.
iShares Core S&P 500 ETF made up 0.01% of Phillip James Consulting's portfolio in Q3 2026, its #157 holding.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.