Third View Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Third View Private Wealth’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	$850K	Buy	1,110 +1	+0.1%	+$763	0.1%	132
2026 Q2	$831K	Sell	1,109 -13	-1%	-$9.47K	0.1%	147
2026 Q1	$733K	Buy	1,122 +23	+2%	+$15.7K	0.1%	137
2025 Q4	$753K	Buy	+1,099	New	+$746K	0.1%	142

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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Third View Private Wealth's IVV Position: Q3 2026 in Review

Third View Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.09% in Q3 2026, buying an estimated $763 and bringing the position to 1,110 shares worth $850K. The position accounts for 0.1% of the portfolio, ranked #132.

Third View Private Wealth first reported a position in IVV in Q4 2025 and has held it in 4 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Third View Private Wealth held 1,110 shares of iShares Core S&P 500 ETF worth $850K as of Q3 2026.
Third View Private Wealth bought 1 iShares Core S&P 500 ETF share in Q3 2026, an estimated $763.
iShares Core S&P 500 ETF made up 0.1% of Third View Private Wealth's portfolio in Q3 2026, its #132 holding.
Third View Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.