Register Financial Advisors
IVV icon

Register Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Register Financial 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 		$1.41M Sell
1,847
-152
-8% -$116K 0.44% 66
2026
Q2 		$1.5M Buy
1,999
+8
+0.4% +$5.83K 0.46% 65
2026
Q1 		$1.3M Buy
1,991
+71
+4% +$48.5K 0.48% 65
2025
Q4 		$1.32M Buy
1,920
+35
+2% +$23.8K 0.51% 60
2025
Q3 		$1.26M Buy
1,885
+36
+2% +$23.2K 0.5% 59
2025
Q2 		$1.15M Buy
1,849
+5
+0.3% +$2.87K 0.5% 60
2025
Q1 		$1.04M Buy
1,844
+567
+44% +$335K 0.54% 51
2024
Q4 		$752K Buy
1,277
+44
+4% +$26K 0.38% 73
2024
Q3 		$711K Buy
1,233
+9
+0.7% +$5K 0.36% 74
2024
Q2 		$670K Sell
1,224
-4
-0.3% -$2.1K 0.34% 77
2024
Q1 		$646K Buy
1,228
+171
+16% +$85.6K 0.34% 78
2023
Q4 		$505K Sell
1,057
-257
-20% -$115K 0.34% 81
2023
Q3 		$564K Buy
1,314
+143
+12% +$64K 0.41% 68
2023
Q2 		$522K Buy
1,171
+8
+0.7% +$3.37K 0.37% 71
2023
Q1 		$477K Sell
1,163
-10
-0.9% -$4.01K 0.38% 73
2022
Q4 		$451K Buy
+1,173
New +$453K 0.29% 86

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

Register Financial Advisors's IVV Position: Q3 2026 in Review

Register Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q3 2026, selling an estimated $116K and leaving 1,847 shares worth $1.41M. The position accounts for 0.44% of the portfolio, ranked #66.

Register Financial Advisors first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.5M in Q2 2026. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Register Financial Advisors held 1,847 shares of iShares Core S&P 500 ETF worth $1.41M as of Q3 2026.
  • Register Financial Advisors sold 152 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $116K.
  • iShares Core S&P 500 ETF made up 0.44% of Register Financial Advisors's portfolio in Q3 2026, its #66 holding.
  • Register Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's iShares Core S&P 500 ETF position peaked at $1.5M in Q2 2026.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.