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

Tactive 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 		$373K Sell
487
-5
-1% -$3.82K 0.09% 195
2026
Q2 		$368K Sell
492
-129
-21% -$93.9K 0.09% 189
2026
Q1 		$406K Sell
621
-296
-32% -$202K 0.11% 168
2025
Q4 		$628K Sell
917
-361
-28% -$245K 0.18% 124
2025
Q3 		$855K Buy
1,278
+282
+28% +$182K 0.24% 96
2025
Q2 		$618K Buy
+996
New +$572K 0.2% 114

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tactive Advisors's IVV Position: Q3 2026 in Review

Tactive Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q3 2026, selling an estimated $3.82K and leaving 487 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #195.

Tactive Advisors first reported a position in IVV in Q2 2025 and has held it in 6 quarters since. The position peaked at $855K in Q3 2025. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Tactive Advisors held 487 shares of iShares Core S&P 500 ETF worth $373K as of Q3 2026.
  • Tactive Advisors sold 5 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.82K.
  • iShares Core S&P 500 ETF made up 0.09% of Tactive Advisors's portfolio in Q3 2026, its #195 holding.
  • Tactive Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's iShares Core S&P 500 ETF position peaked at $855K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.