Schaper Benz & Wise Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$627K	Hold	819	–	–	0.04%	122
2026 Q2	$613K	Buy	819 +329	+67%	+$240K	0.04%	125
2026 Q1	$320K	Buy	+490	New	+$335K	0.02%	135
2022 Q4	–	Sell	-1,356	Closed	-$486K	–	137
2022 Q3	$486K	Sell	1,356 -616	-31%	-$246K	0.06%	100
2022 Q2	$748K	Buy	1,972 +479	+32%	+$197K	0.08%	101
2022 Q1	$677K	Buy	1,493 +537	+56%	+$240K	0.06%	105
2021 Q4	$456K	Buy	+956	New	+$441K	0.04%	113

Other funds holding IVV

FFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's IVV Position: Q3 2026 in Review

Schaper Benz & Wise Investment Counsel held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 819 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #122.

Schaper Benz & Wise Investment Counsel first reported a position in IVV in Q4 2021 and has held it in 7 quarters since. The position peaked at $748K in Q2 2022. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Schaper Benz & Wise Investment Counsel held 819 shares of iShares Core S&P 500 ETF worth $627K as of Q3 2026.
Schaper Benz & Wise Investment Counsel left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q3 2026, its #122 holding.
Schaper Benz & Wise Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
Schaper Benz & Wise Investment Counsel's iShares Core S&P 500 ETF position peaked at $748K in Q2 2022.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q3 2026, filed 9 Oct 2026.