Provident Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Provident Wealth Management’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	–	Sell	-399	Closed	-$299K	–	136
2026 Q2	$299K	Hold	399	–	–	0.08%	69
2026 Q1	$261K	Hold	399	–	–	0.08%	69
2025 Q4	$273K	Hold	399	–	–	0.08%	65
2025 Q3	$267K	Sell	399 -5	-1%	-$3.22K	0.08%	70
2025 Q2	$251K	Sell	404 -1	-0.2%	-$574	0.08%	71
2025 Q1	$228K	Hold	405	–	–	0.08%	72
2024 Q4	$238K	Buy	405 +1	+0.2%	+$592	0.08%	75
2024 Q3	$233K	Sell	404 -3	-0.7%	-$1.67K	0.08%	77
2024 Q2	$223K	Sell	407 -6	-1%	-$3.16K	0.08%	74
2024 Q1	$217K	Buy	413 +150	+57%	+$75.1K	0.08%	65
2023 Q4	$126K	Sell	263 -29	-10%	-$13K	0.06%	63
2023 Q3	$125K	Sell	292 -90	-24%	-$40.3K	0.06%	60
2023 Q2	$170K	Sell	382 -39	-9%	-$16.4K	0.08%	57
2023 Q1	$173K	Sell	421 -15	-3%	-$6.01K	0.09%	60
2022 Q4	$167K	Sell	436 -7	-2%	-$2.7K	0.1%	57
2022 Q3	$159K	Sell	443 -1	-0.2%	-$399	0.1%	58
2022 Q2	$168K	Buy	444 +126	+40%	+$51.8K	0.11%	58
2022 Q1	$144K	Buy	318 +40	+14%	+$17.9K	0.09%	68
2021 Q4	$133K	Sell	278 -147	-35%	-$67.7K	0.09%	63
2021 Q3	$183K	Buy	425 +163	+62%	+$72.2K	0.14%	54
2021 Q2	$113K	Hold	262	–	–	0.1%	61
2021 Q1	$104K	Hold	262	–	–	0.12%	53
2020 Q4	$98K	Hold	262	–	–	0.11%	55
2020 Q3	$88K	Hold	262	–	–	0.1%	72
2020 Q2	$81K	Sell	262 -102	-28%	-$29.9K	0.09%	46
2020 Q1	$94K	Buy	364 +102	+39%	+$31.3K	0.11%	43
2019 Q4	$85K	Buy	+262	New	+$81.1K	0.08%	47

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

Provident Wealth Management's IVV Position: Q3 2026 in Review

Provident Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 399 shares — an estimated $299K sold.

Provident Wealth Management first reported a position in IVV in Q4 2019 and held it in 27 quarters. The position peaked at $299K in Q2 2026. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Provident Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
Provident Wealth Management sold 399 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $299K.
Provident Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 27 quarters.
Provident Wealth Management's iShares Core S&P 500 ETF position peaked at $299K in Q2 2026.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.