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Semus Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Semus Wealth Partners’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 		$9.11M Buy
11,900
+813
+7% +$620K 4.15% 3
2026
Q2 		$8.3M Buy
11,087
+2,443
+28% +$1.78M 4.01% 4
2026
Q1 		$5.65M Buy
8,644
+638
+8% +$436K 3.15% 5
2025
Q4 		$5.48M Buy
8,006
+7
+0.1% +$4.75K 2.95% 7
2025
Q3 		$5.35M Buy
7,999
+73
+0.9% +$47K 3.03% 6
2025
Q2 		$4.92M Sell
7,926
-1,835
-19% -$1.05M 3.19% 4
2025
Q1 		$5.48M Sell
9,761
-57
-0.6% -$33.7K 3.82% 3
2024
Q4 		$5.78M Buy
9,818
+603
+7% +$357K 3.83% 3
2024
Q3 		$5.32M Buy
9,215
+625
+7% +$348K 3.72% 3
2024
Q2 		$4.7M Sell
8,590
-763
-8% -$401K 3.63% 4
2024
Q1 		$4.92M Sell
9,353
-3,612
-28% -$1.81M 4.14% 2
2023
Q4 		$6.19M Buy
12,965
+841
+7% +$376K 5.07% 2
2023
Q3 		$5.21M Buy
12,124
+1,062
+10% +$475K 4.85% 2
2023
Q2 		$4.93M Buy
11,062
+614
+6% +$259K 4.53% 2
2023
Q1 		$4.3M Sell
10,448
-238
-2% -$95.4K 4.62% 2
2022
Q4 		$4.11M Buy
+10,686
New +$4.12M 4.99% 2

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
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
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Semus Wealth Partners's IVV Position: Q3 2026 in Review

Semus Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 7.3% in Q3 2026, buying an estimated $620K and bringing the position to 11,900 shares worth $9.11M. The position accounts for 4.15% of the portfolio, ranked #3.

Semus Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Semus Wealth Partners held 11,900 shares of iShares Core S&P 500 ETF worth $9.11M as of Q3 2026.
  • Semus Wealth Partners bought 813 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $620K.
  • iShares Core S&P 500 ETF made up 4.15% of Semus Wealth Partners's portfolio in Q3 2026, its #3 holding.
  • Semus Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.