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

Polaris Financial Partners’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	$104K	Buy	+135	New	+$103K	0.05%	128

Other funds holding IVV

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's IVV Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 135 shares worth $104K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings.

22 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Polaris Financial Partners held 135 shares of iShares Core S&P 500 ETF worth $104K as of Q3 2026.
iShares Core S&P 500 ETF was a new Polaris Financial Partners position in Q3 2026.
iShares Core S&P 500 ETF made up 0.05% of Polaris Financial Partners's portfolio in Q3 2026, its #128 holding.
22 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.