Professional Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$835K Sell
1,090
-55
-5% -$42K 0.1% 46
2026
Q2
$857K Buy
+1,145
New +$834K 0.1% 49

Other funds holding IVV

Professional Advisory Services's IVV Position: Q3 2026 in Review

Professional Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q3 2026, selling an estimated $42K and leaving 1,090 shares worth $835K. The position accounts for 0.1% of the portfolio, ranked #46.

Professional Advisory Services first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. The position peaked at $857K in Q2 2026. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Professional Advisory Services held 1,090 shares of iShares Core S&P 500 ETF worth $835K as of Q3 2026.
  • Professional Advisory Services sold 55 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $42K.
  • iShares Core S&P 500 ETF made up 0.1% of Professional Advisory Services's portfolio in Q3 2026, its #46 holding.
  • Professional Advisory Services first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • Professional Advisory Services's iShares Core S&P 500 ETF position peaked at $857K in Q2 2026.
  • 1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.