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

Schwallier Wealth Management’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	$327K	Buy	427 +1	+0.2%	+$763	0.21%	54
2026 Q2	$319K	Buy	426 +1	+0.2%	+$728	0.2%	55
2026 Q1	$278K	Buy	425 +17	+4%	+$11.6K	0.2%	51
2025 Q4	$283K	Buy	408 +2	+0.5%	+$1.36K	0.18%	45
2025 Q3	$272K	Buy	406 +1	+0.2%	+$644	0.17%	43
2025 Q2	$252K	Buy	+405	New	+$233K	0.15%	46

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Schwallier Wealth Management's IVV Position: Q3 2026 in Review

Schwallier Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q3 2026, buying an estimated $763 and bringing the position to 427 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #54.

Schwallier Wealth Management first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 3,755 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Schwallier Wealth Management held 427 shares of iShares Core S&P 500 ETF worth $327K as of Q3 2026.
Schwallier Wealth Management bought 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.21% of Schwallier Wealth Management's portfolio in Q3 2026, its #54 holding.
Schwallier Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
3,755 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.