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

Teamwork Financial 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	$825K	Sell	1,078 -535	-33%	-$408K	0.09%	90
2026 Q2	$1.21M	Sell	1,613 -932	-37%	-$679K	0.11%	100
2026 Q1	$1.66M	Buy	2,545 +946	+59%	+$646K	0.18%	88
2025 Q4	$1.1M	Buy	1,599 +225	+16%	+$153K	0.11%	98
2025 Q3	$920K	Sell	1,374 -97	-7%	-$62.5K	0.09%	108
2025 Q2	$913K	Sell	1,471 -50	-3%	-$28.7K	0.11%	106
2025 Q1	$855K	Buy	1,521 +28	+2%	+$16.5K	0.11%	95
2024 Q4	$879K	Buy	1,493 +54	+4%	+$32K	0.11%	90
2024 Q3	$830K	Sell	1,439 -122	-8%	-$67.8K	0.12%	84
2024 Q2	$854K	Sell	1,561 -639	-29%	-$336K	0.13%	78
2024 Q1	$1.16M	Sell	2,200 -38	-2%	-$19K	0.18%	69
2023 Q4	$1.07M	Sell	2,238 -791	-26%	-$354K	0.18%	64
2023 Q3	$1.3M	Buy	3,029 +19	+0.6%	+$8.5K	0.21%	70
2023 Q2	$1.34M	Sell	3,010 -265	-8%	-$112K	0.22%	71
2023 Q1	$1.35M	Sell	3,275 -155	-5%	-$62.1K	0.25%	67
2022 Q4	$1.32M	Buy	3,430 +1,473	+75%	+$568K	0.27%	63
2022 Q3	$702K	Buy	1,957 +169	+9%	+$67.5K	0.15%	94
2022 Q2	$678K	Sell	1,788 -317	-15%	-$130K	0.15%	100
2022 Q1	$955K	Sell	2,105 -595	-22%	-$266K	0.18%	103
2021 Q4	$1.29M	Buy	2,700 +22	+0.8%	+$10.1K	0.24%	88
2021 Q3	$1.15M	Sell	2,678 -59	-2%	-$26.1K	0.23%	91
2021 Q2	$1.18M	Sell	2,737 -59	-2%	-$24.7K	0.24%	80
2021 Q1	$1.11M	Sell	2,796 -457	-14%	-$177K	0.26%	81
2020 Q4	$1.22M	Sell	3,253 -346	-10%	-$123K	0.29%	71
2020 Q3	$1.21M	Sell	3,599 -1,936	-35%	-$644K	0.37%	54
2020 Q2	$1.71M	Buy	5,535 +3,443	+165%	+$1.01M	0.61%	34
2020 Q1	$541K	Buy	2,092 +321	+18%	+$98.4K	0.34%	58
2019 Q4	$572K	Buy	+1,771	New	+$548K	0.34%	64

Other funds holding IVV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Teamwork Financial Advisors's IVV Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 33% in Q3 2026, selling an estimated $408K and leaving 1,078 shares worth $825K. The position accounts for 0.09% of the portfolio, ranked #90.

Teamwork Financial Advisors first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.71M in Q2 2020. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Teamwork Financial Advisors held 1,078 shares of iShares Core S&P 500 ETF worth $825K as of Q3 2026.
Teamwork Financial Advisors sold 535 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $408K.
iShares Core S&P 500 ETF made up 0.09% of Teamwork Financial Advisors's portfolio in Q3 2026, its #90 holding.
Teamwork Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
Teamwork Financial Advisors's iShares Core S&P 500 ETF position peaked at $1.71M in Q2 2020.
1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.