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

Quantum Financial Planning 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	$246K	Sell	321 -1	-0.3%	-$763	0.07%	48
2026 Q2	$241K	Buy	322 +1	+0.3%	+$728	0.07%	51
2026 Q1	$210K	Sell	321 -15	-4%	-$10.2K	0.08%	49
2025 Q4	$230K	Buy	336 +1	+0.3%	+$679	0.08%	48
2025 Q3	$224K	Sell	335 -63	-16%	-$40.6K	0.09%	46
2025 Q2	$247K	Sell	398 -80	-17%	-$45.9K	0.12%	40
2025 Q1	$268K	Buy	478 +1	+0.2%	+$591	0.15%	31
2024 Q4	$281K	Buy	+477	New	+$282K	0.16%	29

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Quantum Financial Planning Services's IVV Position: Q3 2026 in Review

Quantum Financial Planning Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q3 2026, selling an estimated $763 and leaving 321 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #48.

Quantum Financial Planning Services first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $281K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Quantum Financial Planning Services held 321 shares of iShares Core S&P 500 ETF worth $246K as of Q3 2026.
Quantum Financial Planning Services sold 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.07% of Quantum Financial Planning Services's portfolio in Q3 2026, its #48 holding.
Quantum Financial Planning Services first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Quantum Financial Planning Services's iShares Core S&P 500 ETF position peaked at $281K in Q4 2024.
1,029 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.