Shade Tree Advisors
IVV icon

Shade Tree Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Shade Tree 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 		$2.15M Buy
2,812
+89
+3% +$67.9K 1.15% 12
2026
Q2 		$2.04M Buy
2,723
+1
+0% +$728 1.19% 9
2026
Q1 		$1.78M Hold
2,722
– – 1.27% 8
2025
Q4 		$1.86M Buy
+2,722
New +$1.85M 1.42% 7

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

Shade Tree Advisors's IVV Position: Q3 2026 in Review

Shade Tree Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q3 2026, buying an estimated $67.9K and bringing the position to 2,812 shares worth $2.15M. The position accounts for 1.15% of the portfolio, ranked #12.

Shade Tree Advisors first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 1,993 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Shade Tree Advisors held 2,812 shares of iShares Core S&P 500 ETF worth $2.15M as of Q3 2026.
  • Shade Tree Advisors bought 89 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $67.9K.
  • iShares Core S&P 500 ETF made up 1.15% of Shade Tree Advisors's portfolio in Q3 2026, its #12 holding.
  • Shade Tree Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.