Three Bearings Fiduciary Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Three Bearings Fiduciary 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 Q2	$1.29M	Sell	1,729 -189	-10%	-$138K	1.16%	24
2026 Q1	$1.25M	Sell	1,918 -233	-11%	-$159K	1.21%	25
2025 Q4	$1.5M	Buy	+2,151	New	+$1.46M	1.4%	18

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IVV Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q2 2026, selling an estimated $138K and leaving 1,729 shares worth $1.29M. The position accounts for 1.16% of the portfolio, ranked #24.

Three Bearings Fiduciary Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 2,858 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Three Bearings Fiduciary Advisors held 1,729 shares of iShares Core S&P 500 ETF worth $1.29M as of Q2 2026.
Three Bearings Fiduciary Advisors sold 189 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $138K.
iShares Core S&P 500 ETF made up 1.16% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #24 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's iShares Core S&P 500 ETF position peaked at $1.5M in Q4 2025.
2,858 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.