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

PUREfi Wealth’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 		$9.34M Buy
12,190
+597
+5% +$456K 4.36% 1
2026
Q2 		$8.68M Buy
11,593
+1,817
+19% +$1.32M 4.77% 1
2026
Q1 		$6.39M Buy
9,776
+3,624
+59% +$2.47M 4.18% 3
2025
Q4 		$4.21M Sell
6,152
-249
-4% -$169K 3.23% 5
2025
Q3 		$4.28M Buy
6,401
+1,198
+23% +$772K 3.3% 3
2025
Q2 		$3.23M Buy
5,203
+1,192
+30% +$684K 2.58% 5
2025
Q1 		$2.25M Buy
4,011
+260
+7% +$154K 2.25% 8
2024
Q4 		$2.21M Buy
+3,751
New +$2.22M 2.16% 7

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

PUREfi Wealth's IVV Position: Q3 2026 in Review

PUREfi Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q3 2026, buying an estimated $456K and bringing the position to 12,190 shares worth $9.34M. The position accounts for 4.36% of the portfolio, ranked #1.

PUREfi Wealth first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 1,004 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • PUREfi Wealth held 12,190 shares of iShares Core S&P 500 ETF worth $9.34M as of Q3 2026.
  • PUREfi Wealth bought 597 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $456K.
  • iShares Core S&P 500 ETF made up 4.36% of PUREfi Wealth's portfolio in Q3 2026, its #1 holding.
  • PUREfi Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,004 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.