Quarry Hill Advisors
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Quarry Hill Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarry Hill Advisors’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 		– Sell
-275
Closed -$206K – 60
2026
Q2 		$206K Sell
275
-15
-5% -$10.9K 0.08% 51
2026
Q1 		$207K Sell
290
-18
-6% -$12.3K 0.09% 50
2025
Q4 		$211K Hold
308
– – 0.1% 48
2025
Q3 		$206K Buy
+308
New +$198K 0.11% 47

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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Quarry Hill Advisors's IVV Position: Q3 2026 in Review

Quarry Hill Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 275 shares — an estimated $206K sold.

Quarry Hill Advisors first reported a position in IVV in Q3 2025 and held it in 4 quarters. The position peaked at $211K in Q4 2025. 2,895 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Quarry Hill Advisors reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Quarry Hill Advisors sold 275 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $206K.
  • Quarry Hill Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and held it in 4 quarters.
  • Quarry Hill Advisors's iShares Core S&P 500 ETF position peaked at $211K in Q4 2025.
  • 2,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Quarry Hill Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.