Taylor & Morgan Wealth Management
IVV icon

Taylor & Morgan Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Taylor & Morgan Wealth Management’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 		$22.9M Buy
29,947
+936
+3% +$714K 11.03% 2
2026
Q2 		$21.7M Buy
29,011
+10
+0% +$7.28K 10.71% 2
2026
Q1 		$18.9M Buy
29,001
+622
+2% +$425K 10.81% 2
2025
Q4 		$19.4M Sell
28,379
-986
-3% -$670K 10.89% 2
2025
Q3 		$19.7M Buy
29,365
+502
+2% +$323K 12.07% 2
2025
Q2 		$17.9M Buy
28,863
+1,242
+4% +$713K 12.1% 2
2025
Q1 		$15.5M Sell
27,621
-459
-2% -$271K 11.7% 2
2024
Q4 		$16.5M Sell
28,080
-298
-1% -$176K 11.61% 2
2024
Q3 		$16.4M Sell
28,378
-75
-0.3% -$41.7K 10.98% 2
2024
Q2 		$15.6M Buy
28,453
+903
+3% +$475K 11.01% 2
2024
Q1 		$14.5M Buy
27,550
+147
+0.5% +$73.6K 10.63% 2
2023
Q4 		$13.1M Buy
27,403
+1,923
+8% +$861K 10.41% 2
2023
Q3 		$10.9M Sell
25,480
-2,635
-9% -$1.18M 9.86% 2
2023
Q2 		$12.5M Buy
28,115
+1,616
+6% +$681K 10.28% 2
2023
Q1 		$10.9M Buy
26,499
+106
+0.4% +$42.5K 9.47% 2
2022
Q4 		$10.1M Sell
26,393
-599
-2% -$231K 9.56% 3
2022
Q3 		$9.7M Buy
26,992
+5,400
+25% +$2.16M 9.64% 2
2022
Q2 		$8.19M Sell
21,592
-54
-0.2% -$22.2K 7.76% 4
2022
Q1 		$9.8M Sell
21,646
-389
-2% -$174K 8.03% 4
2021
Q4 		$10.5M Buy
+22,035
New +$10.2M 8.51% 4

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
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
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

Taylor & Morgan Wealth Management's IVV Position: Q3 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q3 2026, buying an estimated $714K and bringing the position to 29,947 shares worth $22.9M. The position accounts for 11.03% of the portfolio, ranked #2.

Taylor & Morgan Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Taylor & Morgan Wealth Management held 29,947 shares of iShares Core S&P 500 ETF worth $22.9M as of Q3 2026.
  • Taylor & Morgan Wealth Management bought 936 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $714K.
  • iShares Core S&P 500 ETF made up 11.03% of Taylor & Morgan Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.