Quaker Wealth Management
IVV icon

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

Quaker 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 		$96.5K Hold
126
– – 0.03% 119
2026
Q2 		$94.4K Sell
126
-4
-3% -$2.91K 0.03% 115
2026
Q1 		$84.9K Sell
130
-19
-13% -$13K 0.03% 121
2025
Q4 		$102K Sell
149
-28
-16% -$19K 0.03% 116
2025
Q3 		$118K Hold
177
– – 0.04% 97
2025
Q2 		$110K Buy
+177
New +$102K 0.04% 103

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Quaker Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 126 shares worth $96.5K. The position accounts for 0.03% of the portfolio, ranked #119.

Quaker Wealth Management first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. The position peaked at $118K in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Quaker Wealth Management held 126 shares of iShares Core S&P 500 ETF worth $96.5K as of Q3 2026.
  • Quaker Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.03% of Quaker Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Quaker Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's iShares Core S&P 500 ETF position peaked at $118K in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.