Scott Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Scott Capital 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	$2.47M	Sell	3,165 -295	-9%	-$225K	0.35%	31
2026 Q2	$2.59M	Buy	3,460 +7	+0.2%	+$5.1K	0.41%	25
2026 Q1	$2.36M	Buy	3,453 +214	+7%	+$146K	0.48%	22
2025 Q4	$2.22M	Buy	3,239 +10	+0.3%	+$6.79K	0.49%	21
2025 Q3	$2.18M	Buy	3,229 +8	+0.2%	+$5.15K	0.49%	20
2025 Q2	$2.02M	Buy	3,221 +68	+2%	+$39K	0.55%	18
2025 Q1	$1.77M	Buy	3,153 +98	+3%	+$57.9K	0.53%	17
2024 Q4	$1.78M	Buy	3,055 +9	+0.3%	+$5.33K	0.51%	19
2024 Q3	$1.76M	Buy	3,046 +11	+0.4%	+$6.12K	0.5%	18
2024 Q2	$1.7M	Buy	3,035 +8	+0.3%	+$4.21K	0.5%	20
2024 Q1	$1.58M	Buy	3,027 +8	+0.3%	+$4K	0.48%	19
2023 Q4	$1.44M	Buy	3,019 +59	+2%	+$26.4K	0.48%	19
2023 Q3	$1.3M	Buy	2,960 +12	+0.4%	+$5.37K	0.52%	19
2023 Q2	$1.31M	Buy	2,948 +8	+0.3%	+$3.37K	0.57%	18
2023 Q1	$1.21M	Buy	2,940 +13	+0.4%	+$5.21K	0.58%	18
2022 Q4	$1.12M	Buy	2,927 +195	+7%	+$75.3K	0.64%	17
2022 Q3	$980K	Buy	2,732 +348	+15%	+$139K	0.67%	16
2022 Q2	$904K	Buy	2,384 +218	+10%	+$89.7K	0.61%	17
2022 Q1	$983K	Buy	+2,166	New	+$969K	0.58%	18

Other funds holding IVV

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Scott Capital Advisors's IVV Position: Q3 2026 in Review

Scott Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 8.5% in Q3 2026, selling an estimated $225K and leaving 3,165 shares worth $2.47M. The position accounts for 0.35% of the portfolio, ranked #31.

Scott Capital Advisors first reported a position in IVV in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.59M in Q2 2026. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Scott Capital Advisors held 3,165 shares of iShares Core S&P 500 ETF worth $2.47M as of Q3 2026.
Scott Capital Advisors sold 295 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $225K.
iShares Core S&P 500 ETF made up 0.35% of Scott Capital Advisors's portfolio in Q3 2026, its #31 holding.
Scott Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 19 quarters since.
Scott Capital Advisors's iShares Core S&P 500 ETF position peaked at $2.59M in Q2 2026.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.