Seneca Financial Advisors
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Seneca Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Seneca Financial 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 		$2.09M Sell
2,729
-14
-0.5% -$10.7K 0.55% 25
2026
Q2 		$2.05M Buy
2,743
+3
+0.1% +$2.18K 0.53% 23
2026
Q1 		$1.79M Buy
2,740
+3
+0.1% +$2.05K 0.52% 23
2025
Q4 		$1.87M Buy
2,737
+341
+14% +$232K 0.57% 24
2025
Q3 		$1.6M Buy
2,396
+3
+0.1% +$1.93K 0.52% 26
2025
Q2 		$1.49M Buy
2,393
+3
+0.1% +$1.72K 0.57% 27
2025
Q1 		$1.34M Hold
2,390
– – 0.65% 26
2024
Q4 		$1.41M Buy
2,390
+6
+0.3% +$3.55K 0.7% 23
2024
Q3 		$1.38M Sell
2,384
-1,399
-37% -$778K 0.67% 26
2024
Q2 		$2.07M Buy
3,783
+1,405
+59% +$739K 1.07% 18
2024
Q1 		$1.25M Buy
2,378
+3
+0.1% +$1.5K 0.67% 28
2023
Q4 		$1.13M Buy
2,375
+8
+0.3% +$3.58K 0.66% 28
2023
Q3 		$1.02M Hold
2,367
– – 0.7% 25
2023
Q2 		$1.06M Buy
2,367
+2
+0.1% +$843 0.7% 25
2023
Q1 		$972K Buy
2,365
+4
+0.2% +$1.6K 0.62% 25
2022
Q4 		$907K Buy
2,361
+2
+0.1% +$772 0.57% 25
2022
Q3 		$846K Sell
2,359
-5
-0.2% -$2K 0.61% 24
2022
Q2 		$896K Sell
2,364
-12
-0.5% -$4.94K 0.6% 27
2022
Q1 		$1.08M Buy
2,376
+3
+0.1% +$1.34K 0.65% 24
2021
Q4 		$1.13M Buy
2,373
+6
+0.3% +$2.76K 0.67% 23
2021
Q3 		$1.02M Buy
2,367
+27
+1% +$12K 0.68% 22
2021
Q2 		$1.01M Buy
2,340
+6
+0.3% +$2.51K 0.66% 22
2021
Q1 		$929K Hold
2,334
– – 0.65% 22
2020
Q4 		$876K Buy
+2,334
New +$831K 0.67% 23

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Seneca Financial Advisors's IVV Position: Q3 2026 in Review

Seneca Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.51% in Q3 2026, selling an estimated $10.7K and leaving 2,729 shares worth $2.09M. The position accounts for 0.55% of the portfolio, ranked #25.

Seneca Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 2,605 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Seneca Financial Advisors held 2,729 shares of iShares Core S&P 500 ETF worth $2.09M as of Q3 2026.
  • Seneca Financial Advisors sold 14 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $10.7K.
  • iShares Core S&P 500 ETF made up 0.55% of Seneca Financial Advisors's portfolio in Q3 2026, its #25 holding.
  • Seneca Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 2,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Seneca Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.