PW Nova Financial Services
IVV icon

PW Nova Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

PW Nova Financial Services’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 		$1.06M Sell
1,387
-214
-13% -$163K 0.22% 93
2026
Q2 		$1.2M Buy
1,601
+9
+0.6% +$6.55K 0.26% 81
2026
Q1 		$1.04M Sell
1,592
-10
-0.6% -$6.83K 0.26% 89
2025
Q4 		$1.1M Buy
+1,602
New +$1.09M 0.42% 50

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PW Nova Financial Services's IVV Position: Q3 2026 in Review

PW Nova Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q3 2026, selling an estimated $163K and leaving 1,387 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #93.

PW Nova Financial Services first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2026. 1,374 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • PW Nova Financial Services held 1,387 shares of iShares Core S&P 500 ETF worth $1.06M as of Q3 2026.
  • PW Nova Financial Services sold 214 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $163K.
  • iShares Core S&P 500 ETF made up 0.22% of PW Nova Financial Services's portfolio in Q3 2026, its #93 holding.
  • PW Nova Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's iShares Core S&P 500 ETF position peaked at $1.2M in Q2 2026.
  • 1,374 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.