Sprinkle Financial Consultants’s iShares Core S&P 500 ETF IVV Stock Holding History

Sprinkle Financial Consultants’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	$6.24M	Sell	8,146 -5	-0.1%	-$3.82K	2.44%	10
2026 Q2	$6.1M	Sell	8,151 -4	-0%	-$2.91K	2.39%	10
2026 Q1	$5.33M	Buy	8,155 +181	+2%	+$124K	2.46%	10
2025 Q4	$5.46M	Sell	7,974 -66	-0.8%	-$44.8K	2.78%	9
2025 Q3	$5.38M	Buy	8,040 +135	+2%	+$86.9K	3.01%	8
2025 Q2	$4.91M	Buy	7,905 +236	+3%	+$136K	3%	8
2025 Q1	$4.31M	Buy	7,669 +585	+8%	+$345K	2.74%	8
2024 Q4	$4.17M	Sell	7,084 -102	-1%	-$60.4K	2.84%	9
2024 Q3	$4.14M	Buy	7,186 +85	+1%	+$47.3K	2.96%	9
2024 Q2	$3.89M	Buy	7,101 +1,014	+17%	+$533K	3.06%	9
2024 Q1	$3.2M	Buy	6,087 +97	+2%	+$48.5K	2.73%	10
2023 Q4	$2.86M	Buy	+5,990	New	+$2.68M	2.91%	8

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

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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Sprinkle Financial Consultants's IVV Position: Q3 2026 in Review

Sprinkle Financial Consultants reduced its iShares Core S&P 500 ETF (IVV) stake by 0.06% in Q3 2026, selling an estimated $3.82K and leaving 8,146 shares worth $6.24M. The position accounts for 2.44% of the portfolio, ranked #10.

Sprinkle Financial Consultants first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,608 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Sprinkle Financial Consultants held 8,146 shares of iShares Core S&P 500 ETF worth $6.24M as of Q3 2026.
Sprinkle Financial Consultants sold 5 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.82K.
iShares Core S&P 500 ETF made up 2.44% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #10 holding.
Sprinkle Financial Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,608 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.