St. Clair Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

St. Clair 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	$132M	Buy	172,567 +1,136	+0.7%	+$867K	32.85%	1
2026 Q2	$128M	Sell	171,431 -6,530	-4%	-$4.76M	33.03%	1
2026 Q1	$116M	Sell	177,961 -22,871	-11%	-$15.6M	30.93%	1
2025 Q4	$138M	Buy	200,832 +338	+0.2%	+$230K	35.5%	1
2025 Q3	$134M	Sell	200,494 -4,450	-2%	-$2.87M	35.62%	1
2025 Q2	$127M	Buy	204,944 +5,465	+3%	+$3.14M	33.28%	1
2025 Q1	$112M	Buy	199,479 +8,553	+4%	+$5.05M	31.4%	1
2024 Q4	$112M	Buy	190,926 +1,614	+0.9%	+$955K	32.27%	1
2024 Q3	$109M	Sell	189,312 -235	-0.1%	-$131K	31.01%	1
2024 Q2	$104M	Sell	189,547 -919	-0.5%	-$483K	33.09%	1
2024 Q1	$100M	Buy	190,466 +6,885	+4%	+$3.44M	32.52%	1
2023 Q4	$87.7M	Buy	183,581 +18,910	+11%	+$8.46M	30.23%	1
2023 Q3	$70.7M	Buy	164,671 +1,412	+0.9%	+$632K	27.89%	1
2023 Q2	$72.8M	Buy	163,259 +1,381	+0.9%	+$582K	28.37%	1
2023 Q1	$66.5M	Buy	161,878 +2,872	+2%	+$1.15M	29.03%	1
2022 Q4	$61.1M	Buy	159,006 +3,135	+2%	+$1.21M	38.41%	1
2022 Q3	$55.9M	Buy	155,871 +18,501	+13%	+$7.39M	44.7%	1
2022 Q2	$52.1M	Sell	137,370 -5,225	-4%	-$2.15M	42.12%	1
2022 Q1	$64.7M	Sell	142,595 -12,629	-8%	-$5.65M	43.96%	1
2021 Q4	$74M	Buy	155,224 +869	+0.6%	+$400K	42.51%	1
2021 Q3	$66.5M	Sell	154,355 -2,569	-2%	-$1.14M	46.08%	1
2021 Q2	$67.5M	Buy	156,924 +3,708	+2%	+$1.55M	50.56%	1
2021 Q1	$61M	Buy	153,216 +8,024	+6%	+$3.11M	48.79%	1
2020 Q4	$54.5M	Buy	+145,192	New	+$51.7M	51.5%	1

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

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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

St. Clair Advisors's IVV Position: Q3 2026 in Review

St. Clair Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.66% in Q3 2026, buying an estimated $867K and bringing the position to 172,567 shares worth $132M. The position accounts for 32.85% of the portfolio, ranked #1.

St. Clair Advisors first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. The position peaked at $138M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

St. Clair Advisors held 172,567 shares of iShares Core S&P 500 ETF worth $132M as of Q3 2026.
St. Clair Advisors bought 1,136 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $867K.
iShares Core S&P 500 ETF made up 32.85% of St. Clair Advisors's portfolio in Q3 2026, its #1 holding.
St. Clair Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
St. Clair Advisors's iShares Core S&P 500 ETF position peaked at $138M in Q4 2025.
1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.