SJS Investment Consulting
IVV icon

SJS Investment Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History

SJS Investment Consulting’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 		$1.16M Buy
1,515
+168
+12% +$128K 0.12% 51
2026
Q2 		$1.01M Sell
1,347
-227
-14% -$165K 0.11% 50
2026
Q1 		$1.03M Hold
1,574
– – 0.13% 44
2025
Q4 		$1.08M Buy
1,574
+242
+18% +$164K 0.14% 43
2025
Q3 		$892K Buy
1,332
+471
+55% +$303K 0.12% 51
2025
Q2 		$535K Sell
861
-1,366
-61% -$784K 0.08% 52
2025
Q1 		$1.25M Buy
2,227
+555
+33% +$328K 0.21% 35
2024
Q4 		$984K Buy
1,672
+811
+94% +$480K 0.17% 36
2024
Q3 		$497K Hold
861
– – 0.09% 53
2024
Q2 		$471K Hold
861
– – 0.09% 48
2024
Q1 		$453K Buy
861
+16
+2% +$8.01K 0.09% 52
2023
Q4 		$404K Buy
845
+90
+12% +$40.3K 0.09% 50
2023
Q3 		$324K Sell
755
-205
-21% -$91.7K 0.08% 56
2023
Q2 		$428K Buy
960
+500
+109% +$211K 0.11% 47
2023
Q1 		$189K Buy
+460
New +$184K 0.05% 77

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SJS Investment Consulting's IVV Position: Q3 2026 in Review

SJS Investment Consulting increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q3 2026, buying an estimated $128K and bringing the position to 1,515 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #51.

SJS Investment Consulting first reported a position in IVV in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2025. 2,198 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • SJS Investment Consulting held 1,515 shares of iShares Core S&P 500 ETF worth $1.16M as of Q3 2026.
  • SJS Investment Consulting bought 168 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $128K.
  • iShares Core S&P 500 ETF made up 0.12% of SJS Investment Consulting's portfolio in Q3 2026, its #51 holding.
  • SJS Investment Consulting first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
  • SJS Investment Consulting's iShares Core S&P 500 ETF position peaked at $1.25M in Q1 2025.
  • 2,198 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.