Safe Harbor Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$725K	Buy	+1,060	New	+$720K	0.7%	23

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Safe Harbor Wealth Advisors's IVV Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2025: 1,060 shares worth $725K. The stake represents 0.7% of the portfolio and ranks #23 among its holdings.

4,013 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Safe Harbor Wealth Advisors held 1,060 shares of iShares Core S&P 500 ETF worth $725K as of Q4 2025.
iShares Core S&P 500 ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
iShares Core S&P 500 ETF made up 0.7% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #23 holding.
4,013 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.