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

Ridgeline Wealth’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	$272K	Hold	349	–	–	0.15%	49
2026 Q2	$261K	Sell	349 -14	-4%	-$10.2K	0.15%	53
2026 Q1	$237K	Hold	363	–	–	0.17%	46
2025 Q4	$248K	Hold	363	–	–	0.17%	47
2025 Q3	$243K	Sell	363 -3	-0.8%	-$1.93K	0.18%	46
2025 Q2	$227K	Sell	366 -65	-15%	-$37.3K	0.19%	44
2025 Q1	$242K	Hold	431	–	–	0.21%	45
2024 Q4	$253K	Buy	+431	New	+$255K	0.21%	48

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

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

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Ridgeline Wealth's IVV Position: Q3 2026 in Review

Ridgeline Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 349 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #49.

Ridgeline Wealth first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Ridgeline Wealth held 349 shares of iShares Core S&P 500 ETF worth $272K as of Q3 2026.
Ridgeline Wealth left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.15% of Ridgeline Wealth's portfolio in Q3 2026, its #49 holding.
Ridgeline Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.