Slocum, Gordon & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Slocum, Gordon & Co’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	$325K	Hold	425	–	–	0.23%	51
2026 Q2	$318K	Hold	425	–	–	0.21%	52
2026 Q1	$278K	Sell	425 -49	-10%	-$33.5K	0.19%	52
2025 Q4	$325K	Hold	474	–	–	0.24%	49
2025 Q3	$317K	Hold	474	–	–	0.25%	44
2025 Q2	$294K	Hold	474	–	–	0.24%	46
2025 Q1	$266K	Hold	474	–	–	0.2%	48
2024 Q4	$279K	Hold	474	–	–	0.23%	47
2024 Q3	$273K	Hold	474	–	–	0.11%	51
2024 Q2	$259K	Hold	474	–	–	0.19%	45
2024 Q1	$249K	Hold	474	–	–	0.19%	49
2023 Q4	$226K	Hold	474	–	–	0.2%	50
2023 Q3	$204K	Hold	474	–	–	0.18%	52
2023 Q2	$211K	Hold	474	–	–	0.15%	49
2023 Q1	$195K	Hold	474	–	–	0.16%	50
2022 Q4	$182K	Buy	+474	New	+$183K	0.12%	50

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

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Slocum, Gordon & Co's IVV Position: Q3 2026 in Review

Slocum, Gordon & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 425 shares worth $325K. The position accounts for 0.23% of the portfolio, ranked #51.

Slocum, Gordon & Co first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 2,605 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Slocum, Gordon & Co held 425 shares of iShares Core S&P 500 ETF worth $325K as of Q3 2026.
Slocum, Gordon & Co left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.23% of Slocum, Gordon & Co's portfolio in Q3 2026, its #51 holding.
Slocum, Gordon & Co first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
2,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.