Summit Wealth Group (Colorado)’s iShares Core S&P 500 ETF IVV Stock Holding History

Summit Wealth Group (Colorado)’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	$26.7M	Buy	34,843 +25,560	+275%	+$19.5M	1.69%	9
2026 Q2	$6.95M	Buy	9,283 +2,399	+35%	+$1.75M	0.58%	27
2026 Q1	$4.5M	Buy	6,884 +1,129	+20%	+$771K	0.47%	32
2025 Q4	$3.94M	Buy	+5,755	New	+$3.91M	0.52%	30
2025 Q3	–	Sell	-5,790	Closed	-$3.6M	–	563
2025 Q2	$3.6M	Buy	+5,790	New	+$3.32M	0.9%	28

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 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

Summit Wealth Group (Colorado)'s IVV Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Core S&P 500 ETF (IVV) stake by 275% in Q3 2026, buying an estimated $19.5M and bringing the position to 34,843 shares worth $26.7M. The position accounts for 1.69% of the portfolio, ranked #9.

Summit Wealth Group (Colorado) first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 2,814 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Summit Wealth Group (Colorado) held 34,843 shares of iShares Core S&P 500 ETF worth $26.7M as of Q3 2026.
Summit Wealth Group (Colorado) bought 25,560 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $19.5M.
iShares Core S&P 500 ETF made up 1.69% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #9 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
2,814 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.