Simplex Trading
IVV icon

Simplex Trading’s iShares Core S&P 500 ETF IVV Stock Holding History

Simplex Trading’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 		$1.62M Buy
2,117
+921
+77% +$703K ﹤0.01% 2219
2026
Q2 		$896K Buy
+1,196
New +$871K ﹤0.01% 2912
2024
Q3 		– Sell
-7,269
Closed -$3.98M – 9002
2024
Q2 		$3.98M Buy
+7,269
New +$3.82M ﹤0.01% 1599
2023
Q1 		– Sell
-4,521
Closed -$1.74M – 9547
2022
Q4 		$1.74M Buy
+4,521
New +$1.74M ﹤0.01% 1981
2022
Q3 		– Sell
-90,501
Closed -$34.3M – 10383
2022
Q2 		$34.3M Buy
90,501
+65,904
+268% +$27.1M 0.04% 341
2022
Q1 		$11.2M Buy
24,597
+17,869
+266% +$7.99M 0.01% 779
2021
Q4 		$3.21M Buy
6,728
+4,369
+185% +$2.01M ﹤0.01% 1576
2021
Q3 		$1.02M Sell
2,359
-471
-17% -$209K ﹤0.01% 3037
2021
Q2 		$1.22M Buy
2,830
+2,176
+333% +$912K ﹤0.01% 2830
2021
Q1 		$260K Buy
+654
New +$253K ﹤0.01% 4325
2020
Q4 		– Sell
-13,144
Closed -$4.42M – 8690
2020
Q3 		$4.42M Buy
13,144
+10,903
+487% +$3.63M 0.01% 947
2020
Q2 		$694K Buy
+2,241
New +$658K ﹤0.01% 2502
2019
Q1 		– Sell
-114
Closed -$28K – 7449
2018
Q4 		$28K Buy
+114
New +$31K ﹤0.01% 5046
2017
Q3 		– Sell
-211
Closed -$51K – 6225
2017
Q2 		$51K Sell
211
-2,674
-93% -$645K ﹤0.01% 2377
2017
Q1 		$684K Buy
+2,885
New +$675K 0.03% 524
2016
Q2 		– Sell
-1,452
Closed -$300K – 6110
2016
Q1 		$300K Buy
+1,452
New +$285K 0.02% 658
2015
Q4 		– Sell
-342
Closed -$65K – 5733
2015
Q3 		$65K Buy
+342
New +$69.8K ﹤0.01% 1785

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simplex Trading's IVV Position: Q3 2026 in Review

Simplex Trading increased its iShares Core S&P 500 ETF (IVV) stake by 77% in Q3 2026, buying an estimated $703K and bringing the position to 2,117 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Simplex Trading first reported a position in IVV in Q3 2015 and has held it in 17 quarters since. The position peaked at $34.3M in Q2 2022. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Simplex Trading held 2,117 shares of iShares Core S&P 500 ETF worth $1.62M as of Q3 2026.
  • Simplex Trading bought 921 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $703K.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #2219 holding.
  • Simplex Trading first reported a position in iShares Core S&P 500 ETF in Q3 2015 and has held it in 17 quarters since.
  • Simplex Trading's iShares Core S&P 500 ETF position peaked at $34.3M in Q2 2022.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.