Smith Thornton Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Smith Thornton Advisors’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	$6.28M	Buy	8,197 +154	+2%	+$118K	2.75%	8
2026 Q2	$6.05M	Buy	8,043 +251	+3%	+$183K	2.67%	9
2026 Q1	$5.09M	Sell	7,792 -73	-0.9%	-$49.8K	2.56%	12
2025 Q4	$5.39M	Buy	7,865 +49	+0.6%	+$33.3K	2.74%	8
2025 Q3	$5.23M	Buy	7,816 +110	+1%	+$70.8K	2.74%	7
2025 Q2	$4.78M	Buy	7,706 +3,449	+81%	+$1.98M	2.75%	7
2025 Q1	$2.39M	Sell	4,257 -296	-7%	-$175K	1.49%	21
2024 Q4	$2.68M	Sell	4,553 -64	-1%	-$37.9K	1.69%	17
2024 Q3	$2.66M	Buy	4,617 +55	+1%	+$30.6K	1.75%	17
2024 Q2	$2.5M	Buy	+4,562	New	+$2.4M	1.84%	15

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Smith Thornton Advisors's IVV Position: Q3 2026 in Review

Smith Thornton Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q3 2026, buying an estimated $118K and bringing the position to 8,197 shares worth $6.28M. The position accounts for 2.75% of the portfolio, ranked #8.

Smith Thornton Advisors first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 1,646 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Smith Thornton Advisors held 8,197 shares of iShares Core S&P 500 ETF worth $6.28M as of Q3 2026.
Smith Thornton Advisors bought 154 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $118K.
iShares Core S&P 500 ETF made up 2.75% of Smith Thornton Advisors's portfolio in Q3 2026, its #8 holding.
Smith Thornton Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,646 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.