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

Shira Ridge 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	–	Sell	-289	Closed	-$216K	–	84
2026 Q2	$216K	Sell	289 -28	-9%	-$20.4K	0.08%	79
2026 Q1	$207K	Buy	317 +6	+2%	+$4.1K	0.08%	77
2025 Q4	$213K	Sell	311 -120	-28%	-$81.5K	0.09%	79
2025 Q3	$289K	Buy	431 +72	+20%	+$46.4K	0.12%	69
2025 Q2	$223K	Buy	+359	New	+$206K	0.1%	74
2025 Q1	–	Sell	-351	Closed	-$207K	–	79
2024 Q4	$207K	Hold	351	–	–	0.1%	75
2024 Q3	$203K	Buy	+351	New	+$195K	0.1%	80

Other funds holding IVV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Shira Ridge Wealth Management's IVV Position: Q3 2026 in Review

Shira Ridge Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q3 2026, closing a stake of 289 shares — an estimated $216K sold.

Shira Ridge Wealth Management first reported a position in IVV in Q3 2024 and held it in 7 quarters. The position peaked at $289K in Q3 2025. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Shira Ridge Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
Shira Ridge Wealth Management sold 289 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $216K.
Shira Ridge Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 7 quarters.
Shira Ridge Wealth Management's iShares Core S&P 500 ETF position peaked at $289K in Q3 2025.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.