Strid Group
IVV icon

Strid Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Strid Group’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 		$9.23M Buy
12,052
+3,463
+40% +$2.64M 1.01% 16
2026
Q2 		$6.43M Sell
8,589
-2,140
-20% -$1.56M 0.71% 18
2026
Q1 		$7.01M Buy
10,729
+2,476
+30% +$1.69M 0.87% 16
2025
Q4 		$5.65M Buy
8,253
+3,119
+61% +$2.12M 0.7% 17
2025
Q3 		$3.44M Sell
5,134
-244
-5% -$157K 0.44% 22
2025
Q2 		$3.34M Sell
5,378
-344
-6% -$198K 0.47% 21
2025
Q1 		$3.22M Sell
5,722
-708
-11% -$418K 0.5% 19
2024
Q4 		$3.79M Sell
6,430
-420
-6% -$249K 0.59% 17
2024
Q3 		$3.95M Hold
6,850
– – 0.6% 17
2024
Q2 		$3.75M Sell
6,850
-991
-13% -$521K 0.62% 17
2024
Q1 		$4.12M Buy
+7,841
New +$3.92M 0.74% 17

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Strid Group's IVV Position: Q3 2026 in Review

Strid Group increased its iShares Core S&P 500 ETF (IVV) stake by 40% in Q3 2026, buying an estimated $2.64M and bringing the position to 12,052 shares worth $9.23M. The position accounts for 1.01% of the portfolio, ranked #16.

Strid Group first reported a position in IVV in Q1 2024 and has held it in 11 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Strid Group held 12,052 shares of iShares Core S&P 500 ETF worth $9.23M as of Q3 2026.
  • Strid Group bought 3,463 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.64M.
  • iShares Core S&P 500 ETF made up 1.01% of Strid Group's portfolio in Q3 2026, its #16 holding.
  • Strid Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Strid Group's 13F filing for Q3 2026, filed 28 Oct 2026.