SS&H Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

SS&H Financial 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
2025 Q4	$216K	Sell	316 -183	-37%	-$124K	0.06%	121
2025 Q3	$334K	Buy	499 +7	+1%	+$4.51K	0.1%	109
2025 Q2	$305K	Sell	492 -183	-27%	-$105K	0.1%	107
2025 Q1	$379K	Sell	675 -183	-21%	-$108K	0.14%	99
2024 Q4	$506K	Hold	858	–	–	0.18%	91
2024 Q3	$495K	Buy	858 +126	+17%	+$70.1K	0.18%	92
2024 Q2	$400K	Hold	732	–	–	0.16%	103
2024 Q1	$384K	Hold	732	–	–	0.16%	99
2023 Q4	$350K	Hold	732	–	–	0.15%	103
2023 Q3	$314K	Buy	+732	New	+$327K	0.15%	104
2023 Q1	$301K	Buy	+732	New	+$293K	0.14%	109

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SS&H Financial Advisors's IVV Position: Q4 2025 in Review

SS&H Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 37% in Q4 2025, selling an estimated $124K and leaving 316 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #121.

SS&H Financial Advisors first reported a position in IVV in Q1 2023 and has held it in 11 quarters since. The position peaked at $506K in Q4 2024. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

SS&H Financial Advisors held 316 shares of iShares Core S&P 500 ETF worth $216K as of Q4 2025.
SS&H Financial Advisors sold 183 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $124K.
iShares Core S&P 500 ETF made up 0.06% of SS&H Financial Advisors's portfolio in Q4 2025, its #121 holding.
SS&H Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
SS&H Financial Advisors's iShares Core S&P 500 ETF position peaked at $506K in Q4 2024.
3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.