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Plan A Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Plan A Wealth’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 		$2.79M Buy
3,644
+309
+9% +$236K 1% 17
2026
Q2 		$2.5M Sell
3,335
-895
-21% -$652K 1.06% 13
2026
Q1 		$2.76M Buy
4,230
+26
+0.6% +$17.8K 1.32% 11
2025
Q4 		$2.88M Buy
4,204
+1,606
+62% +$1.09M 1.41% 12
2025
Q3 		$1.74M Buy
2,598
+200
+8% +$129K 0.88% 14
2025
Q2 		$1.49M Buy
2,398
+690
+40% +$396K 0.84% 19
2025
Q1 		$960K Sell
1,708
-126
-7% -$74.4K 0.74% 32
2024
Q4 		$1.08M Buy
+1,834
New +$1.09M 0.99% 28

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Plan A Wealth's IVV Position: Q3 2026 in Review

Plan A Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 9.3% in Q3 2026, buying an estimated $236K and bringing the position to 3,644 shares worth $2.79M. The position accounts for 1% of the portfolio, ranked #17.

Plan A Wealth first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.88M in Q4 2025. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Plan A Wealth held 3,644 shares of iShares Core S&P 500 ETF worth $2.79M as of Q3 2026.
  • Plan A Wealth bought 309 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $236K.
  • iShares Core S&P 500 ETF made up 1% of Plan A Wealth's portfolio in Q3 2026, its #17 holding.
  • Plan A Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's iShares Core S&P 500 ETF position peaked at $2.88M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.