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

Silverlake 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	$2.73M	Sell	3,563 -42	-1%	-$32K	0.51%	46
2026 Q2	$2.7M	Buy	3,605 +933	+35%	+$679K	0.51%	49
2026 Q1	$1.75M	Buy	2,672 +1,137	+74%	+$776K	0.36%	84
2025 Q4	$1.05M	Buy	1,535 +554	+56%	+$376K	0.23%	121
2025 Q3	$657K	Buy	981 +51	+5%	+$32.8K	0.16%	153
2025 Q2	$578K	Buy	930 +341	+58%	+$196K	0.17%	146
2025 Q1	$331K	Buy	589 +191	+48%	+$113K	0.13%	175
2024 Q4	$234K	Sell	398 -1	-0.3%	-$592	0.09%	232
2024 Q3	$230K	Sell	399 -46	-10%	-$25.6K	0.09%	241
2024 Q2	$244K	Sell	445 -2	-0.4%	-$1.05K	0.1%	221
2024 Q1	$235K	Sell	447 -328	-42%	-$164K	0.12%	205
2023 Q4	$370K	Buy	775 +156	+25%	+$69.8K	0.2%	132
2023 Q3	$266K	Sell	619 -2	-0.3%	-$895	0.15%	175
2023 Q2	$277K	Buy	621 +10	+2%	+$4.21K	0.15%	160
2023 Q1	$251K	Buy	611 +64	+12%	+$25.7K	0.15%	164
2022 Q4	$210K	Buy	+547	New	+$211K	0.13%	189
2022 Q3	–	Sell	-547	Closed	-$208K	–	212
2022 Q2	$208K	Hold	547	–	–	0.14%	184
2022 Q1	$248K	Sell	547 -31	-5%	-$13.9K	0.14%	173
2021 Q4	$276K	Buy	+578	New	+$266K	0.15%	165

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Silverlake Wealth Management's IVV Position: Q3 2026 in Review

Silverlake Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, selling an estimated $32K and leaving 3,563 shares worth $2.73M. The position accounts for 0.51% of the portfolio, ranked #46.

Silverlake Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Silverlake Wealth Management held 3,563 shares of iShares Core S&P 500 ETF worth $2.73M as of Q3 2026.
Silverlake Wealth Management sold 42 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $32K.
iShares Core S&P 500 ETF made up 0.51% of Silverlake Wealth Management's portfolio in Q3 2026, its #46 holding.
Silverlake Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.