Quantum Financial Partners
IVV icon

Quantum Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Quantum Financial Partners’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 		$1.84M Buy
2,399
+437
+22% +$333K 0.95% 28
2026
Q2 		$1.47M Buy
+1,962
New +$1.43M 0.75% 35

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
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 $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Quantum Financial Partners's IVV Position: Q3 2026 in Review

Quantum Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q3 2026, buying an estimated $333K and bringing the position to 2,399 shares worth $1.84M. The position accounts for 0.95% of the portfolio, ranked #28.

Quantum Financial Partners first reported a position in IVV in Q2 2026 and has held it in 2 quarters since. 1,230 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Quantum Financial Partners held 2,399 shares of iShares Core S&P 500 ETF worth $1.84M as of Q3 2026.
  • Quantum Financial Partners bought 437 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $333K.
  • iShares Core S&P 500 ETF made up 0.95% of Quantum Financial Partners's portfolio in Q3 2026, its #28 holding.
  • Quantum Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,230 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.