SMART Wealth
IVV icon

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

SMART Wealth’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 		$13.4M Buy
17,484
+3,078
+21% +$2.35M 2.72% 5
2026
Q2 		$10.8M Buy
14,406
+8,269
+135% +$6.02M 2.33% 3
2026
Q1 		$4.01M Buy
6,137
+2,419
+65% +$1.65M 1.17% 22
2025
Q4 		$2.55M Buy
3,718
+1,072
+41% +$728K 0.78% 45
2025
Q3 		$1.77M Buy
2,646
+681
+35% +$439K 0.67% 53
2025
Q2 		$1.22M Buy
1,965
+353
+22% +$203K 0.38% 78
2025
Q1 		$906K Buy
1,612
+271
+20% +$160K 0.32% 75
2024
Q4 		$789K Buy
1,341
+79
+6% +$46.8K 0.28% 85
2024
Q3 		$728K Buy
1,262
+309
+32% +$172K 0.29% 77
2024
Q2 		$522K Buy
953
+292
+44% +$154K 0.21% 75
2024
Q1 		$348K Sell
661
-139
-17% -$69.6K 0.16% 85
2023
Q4 		$382K Buy
800
+301
+60% +$135K 0.21% 53
2023
Q3 		$214K Buy
+499
New +$223K 0.16% 66
2023
Q1 		– Sell
-1,291
Closed -$496K – 75
2022
Q4 		$496K Buy
+1,291
New +$498K 0.37% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

SMART Wealth's IVV Position: Q3 2026 in Review

SMART Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 21% in Q3 2026, buying an estimated $2.35M and bringing the position to 17,484 shares worth $13.4M. The position accounts for 2.72% of the portfolio, ranked #5.

SMART Wealth first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • SMART Wealth held 17,484 shares of iShares Core S&P 500 ETF worth $13.4M as of Q3 2026.
  • SMART Wealth bought 3,078 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.35M.
  • iShares Core S&P 500 ETF made up 2.72% of SMART Wealth's portfolio in Q3 2026, its #5 holding.
  • SMART Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.