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

The Wealth 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	$119M	Sell	153,570 -2,948	-2%	-$2.25M	21.99%	1
2026 Q2	$117M	Buy	156,518 +158	+0.1%	+$115K	22.43%	1
2026 Q1	$102M	Sell	156,360 -1,513	-1%	-$1.03M	23.26%	1
2025 Q4	$108M	Sell	157,873 -14,091	-8%	-$9.6M	24.2%	1
2025 Q3	$115M	Sell	171,964 -16,448	-9%	-$10.6M	26.63%	1
2025 Q2	$117M	Sell	188,412 -8,684	-4%	-$4.99M	29.79%	1
2025 Q1	$111M	Buy	197,096 +2,271	+1%	+$1.34M	32.45%	1
2024 Q4	$115M	Buy	194,825 +4,284	+2%	+$2.54M	33.16%	1
2024 Q3	$110M	Buy	190,541 +3,630	+2%	+$2.02M	31.99%	1
2024 Q2	$102M	Buy	186,911 +614	+0.3%	+$323K	30.9%	1
2024 Q1	$97.5M	Buy	186,297 +4,817	+3%	+$2.41M	30.02%	1
2023 Q4	$90.1M	Buy	+181,480	New	+$81.2M	29.76%	1

Other funds holding IVV

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 $1.28B AUM 16.36% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

The Wealth Group's IVV Position: Q3 2026 in Review

The Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q3 2026, selling an estimated $2.25M and leaving 153,570 shares worth $119M. The position accounts for 21.99% of the portfolio, ranked #1.

The Wealth Group first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

The Wealth Group held 153,570 shares of iShares Core S&P 500 ETF worth $119M as of Q3 2026.
The Wealth Group sold 2,948 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.25M.
iShares Core S&P 500 ETF made up 21.99% of The Wealth Group's portfolio in Q3 2026, its #1 holding.
The Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.