Proactive Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Proactive Wealth Strategies’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	$1.74M	Sell	2,269 -253	-10%	-$193K	0.27%	85
2026 Q2	$1.89M	Buy	2,522 +141	+6%	+$103K	0.3%	84
2026 Q1	$1.55M	Buy	2,381 +1,286	+117%	+$878K	0.29%	81
2025 Q4	$750K	Buy	1,095 +7	+0.6%	+$4.75K	0.3%	76
2025 Q3	$728K	Buy	1,088 +6	+0.6%	+$3.86K	0.31%	73
2025 Q2	$672K	Sell	1,082 -19	-2%	-$10.9K	0.32%	74
2025 Q1	$619K	Buy	1,101 +24	+2%	+$14.2K	0.33%	73
2024 Q4	$634K	Buy	1,077 +211	+24%	+$125K	0.33%	72
2024 Q3	$499K	Buy	+866	New	+$482K	0.28%	76

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

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

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Proactive Wealth Strategies's IVV Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 10% in Q3 2026, selling an estimated $193K and leaving 2,269 shares worth $1.74M. The position accounts for 0.27% of the portfolio, ranked #85.

Proactive Wealth Strategies first reported a position in IVV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.89M in Q2 2026. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Proactive Wealth Strategies held 2,269 shares of iShares Core S&P 500 ETF worth $1.74M as of Q3 2026.
Proactive Wealth Strategies sold 253 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $193K.
iShares Core S&P 500 ETF made up 0.27% of Proactive Wealth Strategies's portfolio in Q3 2026, its #85 holding.
Proactive Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's iShares Core S&P 500 ETF position peaked at $1.89M in Q2 2026.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.