PlanVest Financial
IVV icon

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

PlanVest 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 		$8.3M Buy
10,834
+1,210
+13% +$923K 5.33% 2
2026
Q2 		$7.21M Sell
9,624
-50
-0.5% -$36.4K 4.82% 2
2026
Q1 		$6.32M Buy
+9,674
New +$6.61M 4.81% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PlanVest Financial's IVV Position: Q3 2026 in Review

PlanVest Financial increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q3 2026, buying an estimated $923K and bringing the position to 10,834 shares worth $8.3M. The position accounts for 5.33% of the portfolio, ranked #2.

PlanVest Financial first reported a position in IVV in Q1 2026 and has held it in 3 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • PlanVest Financial held 10,834 shares of iShares Core S&P 500 ETF worth $8.3M as of Q3 2026.
  • PlanVest Financial bought 1,210 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $923K.
  • iShares Core S&P 500 ETF made up 5.33% of PlanVest Financial's portfolio in Q3 2026, its #2 holding.
  • PlanVest Financial first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.