Stewardship Advisors
IVV icon

Stewardship Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Stewardship 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 		$65M Sell
84,892
-23,210
-21% -$17.7M 13.54% 1
2026
Q2 		$81M Buy
108,102
+23,419
+28% +$17.1M 16.82% 1
2026
Q1 		$55.3M Buy
84,683
+11,193
+15% +$7.64M 12.71% 1
2025
Q4 		$50.3M Sell
73,490
-3,504
-5% -$2.38M 11.63% 1
2025
Q3 		$51.5M Sell
76,994
-672
-0.9% -$433K 12.19% 1
2025
Q2 		$48.2M Sell
77,666
-207
-0.3% -$119K 12.21% 1
2025
Q1 		$43.8M Sell
77,873
-26,792
-26% -$15.8M 11.82% 1
2024
Q4 		$61.6M Sell
104,665
-737
-0.7% -$436K 17.08% 1
2024
Q3 		$60.8M Buy
105,402
+3,622
+4% +$2.01M 17.16% 1
2024
Q2 		$55.7M Sell
101,780
-4,379
-4% -$2.3M 18.41% 1
2024
Q1 		$55.8M Buy
106,159
+22,091
+26% +$11.1M 19.1% 1
2023
Q4 		$40.2M Buy
84,068
+20,951
+33% +$9.38M 14.48% 1
2023
Q3 		$27.1M Buy
63,117
+11,785
+23% +$5.27M 10.59% 1
2023
Q2 		$22.9M Buy
51,332
+5,591
+12% +$2.36M 8.61% 1
2023
Q1 		$18.8M Sell
45,741
-7,810
-15% -$3.13M 7.22% 3
2022
Q4 		$20.6M Sell
53,551
-5,698
-10% -$2.2M 8.28% 3
2022
Q3 		$21.2M Sell
59,249
-14,286
-19% -$5.7M 9.2% 3
2022
Q2 		$27.9M Buy
73,535
+3,180
+5% +$1.31M 11.71% 1
2022
Q1 		$31.9M Sell
70,355
-16,124
-19% -$7.21M 11.77% 1
2021
Q4 		$41.2M Sell
86,479
-10,714
-11% -$4.94M 14.82% 1
2021
Q3 		$41.9M Buy
97,193
+30,290
+45% +$13.4M 15.85% 1
2021
Q2 		$28.8M Buy
66,903
+579
+0.9% +$243K 10.78% 1
2021
Q1 		$26.4M Buy
66,324
+6,336
+11% +$2.45M 10.37% 1
2020
Q4 		$22.5M Buy
59,988
+47,778
+391% +$17M 9.17% 2
2020
Q3 		$4.26M Buy
+12,210
New +$4.06M 2.13% 16

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Stewardship Advisors's IVV Position: Q3 2026 in Review

Stewardship Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 21% in Q3 2026, selling an estimated $17.7M and leaving 84,892 shares worth $65M. The position accounts for 13.54% of the portfolio, ranked #1.

Stewardship Advisors first reported a position in IVV in Q3 2020 and has held it in 25 quarters since. The position peaked at $81M in Q2 2026. 2,365 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Stewardship Advisors held 84,892 shares of iShares Core S&P 500 ETF worth $65M as of Q3 2026.
  • Stewardship Advisors sold 23,210 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $17.7M.
  • iShares Core S&P 500 ETF made up 13.54% of Stewardship Advisors's portfolio in Q3 2026, its #1 holding.
  • Stewardship Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 25 quarters since.
  • Stewardship Advisors's iShares Core S&P 500 ETF position peaked at $81M in Q2 2026.
  • 2,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.