Stillwater Private Wealth
IVV icon

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

Stillwater Private 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 		$607K Hold
793
– – 0.39% 33
2026
Q2 		$615K Hold
793
– – 0.4% 39
2026
Q1 		$517K Buy
+793
New +$542K 0.44% 44

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Stillwater Private Wealth's IVV Position: Q3 2026 in Review

Stillwater Private Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 793 shares worth $607K. The position accounts for 0.39% of the portfolio, ranked #33.

Stillwater Private Wealth first reported a position in IVV in Q1 2026 and has held it in 3 quarters since. The position peaked at $615K in Q2 2026. 3,480 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Stillwater Private Wealth held 793 shares of iShares Core S&P 500 ETF worth $607K as of Q3 2026.
  • Stillwater Private Wealth left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.39% of Stillwater Private Wealth's portfolio in Q3 2026, its #33 holding.
  • Stillwater Private Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • Stillwater Private Wealth's iShares Core S&P 500 ETF position peaked at $615K in Q2 2026.
  • 3,480 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Stillwater Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.