Sincerus Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Sincerus Advisory’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	$1.27M	Sell	1,656 -54	-3%	-$41.2K	0.83%	34
2026 Q2	$1.28M	Sell	1,710 -54	-3%	-$39.3K	0.87%	35
2026 Q1	$1.15M	Buy	1,764 +212	+14%	+$145K	0.87%	34
2025 Q4	$1.06M	Sell	1,552 -10	-0.6%	-$6.79K	0.85%	34
2025 Q3	$1.05M	Sell	1,562 -3	-0.2%	-$1.93K	0.9%	34
2025 Q2	$1M	Buy	1,565 +117	+8%	+$67.2K	0.94%	33
2025 Q1	$814K	Sell	1,448 -9	-0.6%	-$5.32K	0.86%	35
2024 Q4	$858K	Buy	+1,457	New	+$862K	0.92%	35

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

Sincerus Advisory's IVV Position: Q3 2026 in Review

Sincerus Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q3 2026, selling an estimated $41.2K and leaving 1,656 shares worth $1.27M. The position accounts for 0.83% of the portfolio, ranked #34.

Sincerus Advisory first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2026. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Sincerus Advisory held 1,656 shares of iShares Core S&P 500 ETF worth $1.27M as of Q3 2026.
Sincerus Advisory sold 54 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $41.2K.
iShares Core S&P 500 ETF made up 0.83% of Sincerus Advisory's portfolio in Q3 2026, its #34 holding.
Sincerus Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's iShares Core S&P 500 ETF position peaked at $1.28M in Q2 2026.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.