15 Wealth Advisors LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

15 Wealth Advisors LLC’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	$468K	Buy	+611	New	+$466K	0.12%	73

Other funds holding IVV

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

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

15 Wealth Advisors LLC's IVV Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 611 shares worth $468K. The stake represents 0.12% of the portfolio and ranks #73 among its holdings.

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

15 Wealth Advisors LLC held 611 shares of iShares Core S&P 500 ETF worth $468K as of Q3 2026.
iShares Core S&P 500 ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Core S&P 500 ETF made up 0.12% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #73 holding.
574 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.