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

Puff 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	$403K	Buy	527 +1	+0.2%	+$763	0.38%	55
2026 Q2	$394K	Buy	+526	New	+$383K	0.4%	55
2025 Q4	$360K	Buy	525 +1	+0.2%	+$679	0.47%	49
2025 Q3	$351K	Buy	524 +1	+0.2%	+$644	0.53%	43
2025 Q2	$325K	Buy	+523	New	+$300K	0.24%	74
2025 Q1	–	Sell	-345	Closed	-$203K	–	102
2024 Q4	$203K	Buy	+345	New	+$204K	0.35%	57

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

FFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

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

Puff Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.19% in Q3 2026, buying an estimated $763 and bringing the position to 527 shares worth $403K. The position accounts for 0.38% of the portfolio, ranked #55.

Puff Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 521 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Puff Wealth Management held 527 shares of iShares Core S&P 500 ETF worth $403K as of Q3 2026.
Puff Wealth Management bought 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.38% of Puff Wealth Management's portfolio in Q3 2026, its #55 holding.
Puff Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
521 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.