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

Selective 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	$7.17M	Sell	9,255 -213	-2%	-$163K	1.67%	11
2026 Q2	$7.07M	Sell	9,468 -71	-0.7%	-$51.7K	1.85%	10
2026 Q1	$6.82M	Sell	9,539 -173	-2%	-$118K	2.02%	9
2025 Q4	$6.75M	Sell	9,712 -1,261	-11%	-$856K	2.11%	10
2025 Q3	$7.38M	Sell	10,973 -471	-4%	-$303K	2.37%	7
2025 Q2	$7.18M	Buy	11,444 +184	+2%	+$106K	2.62%	7
2025 Q1	$6.05M	Sell	11,260 -114	-1%	-$67.3K	2.63%	7
2024 Q4	$6.65M	Sell	11,374 -571	-5%	-$338K	2.7%	9
2024 Q3	$6.88M	Sell	11,945 -488	-4%	-$271K	2.86%	7
2024 Q2	$6.95M	Sell	12,433 -52	-0.4%	-$27.3K	3.06%	6
2024 Q1	$6.45M	Sell	12,485 -417	-3%	-$209K	2.8%	7
2023 Q4	$6.06M	Sell	12,902 -586	-4%	-$262K	3.05%	7
2023 Q3	$5.75M	Buy	13,488 +265	+2%	+$119K	3.16%	9
2023 Q2	$5.84M	Buy	+13,223	New	+$5.57M	2.92%	8
2022 Q4	$5.31M	Buy	13,350 +2,749	+26%	+$1.06M	2.8%	7
2022 Q3	$3.8M	Buy	10,601 +4,161	+65%	+$1.66M	1.63%	17
2022 Q2	$2.44M	Buy	6,440 +4,384	+213%	+$1.8M	0.87%	26
2022 Q1	$933K	Buy	2,056 +118	+6%	+$52.8K	0.34%	40
2021 Q4	$925K	Buy	1,938 +245	+14%	+$113K	0.38%	37
2021 Q3	$729K	Sell	1,693 -77	-4%	-$34.1K	0.39%	36
2021 Q2	$761K	Sell	1,770 -398	-18%	-$167K	0.61%	28
2021 Q1	$863K	Sell	2,168 -211	-9%	-$81.7K	0.79%	25
2020 Q4	$893K	Sell	2,379 -30	-1%	-$10.7K	0.58%	26
2020 Q3	$810K	Sell	2,409 -234	-9%	-$77.9K	0.64%	24
2020 Q2	$819K	Buy	2,643 +369	+16%	+$108K	0.68%	21
2020 Q1	$588K	Sell	2,274 -600	-21%	-$184K	0.92%	9
2019 Q4	$929K	Buy	2,874 +14	+0.5%	+$4.33K	1.12%	10
2019 Q3	$854K	Sell	2,860 -532	-16%	-$158K	1.17%	10
2019 Q2	$1M	Buy	+3,392	New	+$983K	1.62%	9

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

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

Selective Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q3 2026, selling an estimated $163K and leaving 9,255 shares worth $7.17M. The position accounts for 1.67% of the portfolio, ranked #11.

Selective Wealth Management first reported a position in IVV in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.38M in Q3 2025. 1,980 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Selective Wealth Management held 9,255 shares of iShares Core S&P 500 ETF worth $7.17M as of Q3 2026.
Selective Wealth Management sold 213 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $163K.
iShares Core S&P 500 ETF made up 1.67% of Selective Wealth Management's portfolio in Q3 2026, its #11 holding.
Selective Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
Selective Wealth Management's iShares Core S&P 500 ETF position peaked at $7.38M in Q3 2025.
1,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.