StackStone Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

StackStone Wealth’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	$4.55M	Buy	+5,946	New	+$4.54M	0.45%	52

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

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

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

StackStone Wealth's IVV Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 5,946 shares worth $4.55M. The stake represents 0.45% of the portfolio and ranks #52 among its holdings.

1,980 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

StackStone Wealth held 5,946 shares of iShares Core S&P 500 ETF worth $4.55M as of Q3 2026.
iShares Core S&P 500 ETF was a new StackStone Wealth position in Q3 2026.
iShares Core S&P 500 ETF made up 0.45% of StackStone Wealth's portfolio in Q3 2026, its #52 holding.
1,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.