Seamount Financial Group
IVV icon

Seamount Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Seamount Financial Group’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 		$304K Hold
396
– – 0.12% 111
2026
Q2 		$296K Buy
396
+1
+0.3% +$728 0.12% 117
2026
Q1 		$258K Buy
395
+1
+0.3% +$683 0.12% 121
2025
Q4 		$270K Buy
394
+1
+0.3% +$679 0.12% 119
2025
Q3 		$263K Buy
393
+41
+12% +$26.4K 0.12% 115
2025
Q2 		$219K Buy
+352
New +$202K 0.11% 123

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National Mutual Insurance Federation of Agricultural Cooperatives
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Asset Management One
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AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Greenleaf Trust
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Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Seamount Financial Group's IVV Position: Q3 2026 in Review

Seamount Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 396 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #111.

Seamount Financial Group first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Seamount Financial Group held 396 shares of iShares Core S&P 500 ETF worth $304K as of Q3 2026.
  • Seamount Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.12% of Seamount Financial Group's portfolio in Q3 2026, its #111 holding.
  • Seamount Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.