Siligmueller & Norvid Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Siligmueller & Norvid Wealth 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
2025 Q3	$5.94M	Buy	+8,862	New	+$5.71M	2.67%	8

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IVV Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 8,862 shares worth $5.94M. The stake represents 2.67% of the portfolio and ranks #8 among its holdings.

3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 8,862 shares of iShares Core S&P 500 ETF worth $5.94M as of Q3 2025.
iShares Core S&P 500 ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares Core S&P 500 ETF made up 2.67% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #8 holding.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.