SFI
IVV icon

SPC Financial Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

SPC Financial Inc’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
2025
Q3 		$15M Buy
22,467
+519
+2% +$334K 1.17% 28
2025
Q2 		$13.6M Buy
21,948
+1,820
+9% +$1.05M 1.14% 28
2025
Q1 		$11.3M Buy
20,128
+240
+1% +$142K 0.99% 27
2024
Q4 		$11.7M Buy
19,888
+1,396
+8% +$826K 1.02% 27
2024
Q3 		$10.7M Buy
18,492
+1,837
+11% +$1.02M 0.94% 29
2024
Q2 		$9.11M Buy
16,655
+1,492
+10% +$785K 0.84% 31
2024
Q1 		$7.97M Buy
15,163
+1,807
+14% +$904K 0.75% 32
2023
Q4 		$6.38M Buy
13,356
+2,298
+21% +$1.03M 0.65% 36
2023
Q3 		$4.75M Buy
11,058
+1,618
+17% +$724K 0.53% 35
2023
Q2 		$4.21M Buy
9,440
+1,482
+19% +$625K 0.46% 36
2023
Q1 		$3.27M Buy
7,958
+1,024
+15% +$411K 0.37% 39
2022
Q4 		$2.66M Buy
6,934
+1,972
+40% +$761K 0.32% 52
2022
Q3 		$1.78M Buy
4,962
+1,249
+34% +$499K 0.22% 59
2022
Q2 		$1.41M Buy
3,713
+1,922
+107% +$791K 0.17% 69
2022
Q1 		$813K Buy
1,791
+1,088
+155% +$487K 0.09% 92
2021
Q4 		$335K Buy
+703
New +$324K 0.04% 153
2020
Q1 		– Sell
-785
Closed -$254K – 139
2019
Q4 		$254K Buy
+785
New +$243K 0.05% 121
2015
Q4 		– Sell
-1,375
Closed -$265K – 105
2015
Q3 		$265K Hold
1,375
– – 0.11% 90
2015
Q2 		$285K Hold
1,375
– – 0.08% 95
2015
Q1 		$286K Buy
+1,375
New +$286K 0.08% 99

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SPC Financial Inc's IVV Position: Q3 2025 in Review

SPC Financial Inc increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q3 2025, buying an estimated $334K and bringing the position to 22,467 shares worth $15M. The position accounts for 1.17% of the portfolio, ranked #28.

SPC Financial Inc first reported a position in IVV in Q1 2015 and has held it in 20 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • SPC Financial Inc held 22,467 shares of iShares Core S&P 500 ETF worth $15M as of Q3 2025.
  • SPC Financial Inc bought 519 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $334K.
  • iShares Core S&P 500 ETF made up 1.17% of SPC Financial Inc's portfolio in Q3 2025, its #28 holding.
  • SPC Financial Inc first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 20 quarters since.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.