Salus Financial Advisors
IVV icon

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

Salus 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 		$53M Buy
69,142
+247
+0.4% +$188K 25.27% 1
2026
Q2 		$51.6M Buy
68,895
+2,901
+4% +$2.11M 25.44% 1
2026
Q1 		$43.1M Buy
65,994
+778
+1% +$531K 25.14% 1
2025
Q4 		$44.7M Buy
65,216
+1,302
+2% +$884K 26.77% 1
2025
Q3 		$42.8M Buy
63,914
+1,811
+3% +$1.17M 26.38% 1
2025
Q2 		$38.6M Buy
62,103
+983
+2% +$564K 25.91% 1
2025
Q1 		$34.3M Buy
61,120
+43,041
+238% +$25.4M 25.97% 1
2024
Q4 		$10.6M Buy
+18,079
New +$10.7M 8.33% 5

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Salus Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q3 2026, buying an estimated $188K and bringing the position to 69,142 shares worth $53M. The position accounts for 25.27% of the portfolio, ranked #1.

Salus Financial Advisors first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Salus Financial Advisors held 69,142 shares of iShares Core S&P 500 ETF worth $53M as of Q3 2026.
  • Salus Financial Advisors bought 247 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $188K.
  • iShares Core S&P 500 ETF made up 25.27% of Salus Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • Salus Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Salus Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.