Toth Financial Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Toth Financial Advisory’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	$2.88M	Buy	3,754 +118	+3%	+$90K	0.29%	90
2026 Q2	$2.72M	Buy	3,636 +232	+7%	+$169K	0.27%	93
2026 Q1	$2.22M	Buy	3,404 +163	+5%	+$111K	0.24%	94
2025 Q4	$2.22M	Buy	3,241 +79	+2%	+$53.6K	0.24%	95
2025 Q3	$2.12M	Buy	3,162 +588	+23%	+$379K	0.23%	97
2025 Q2	$1.6M	Buy	2,574 +163	+7%	+$93.6K	0.19%	104
2025 Q1	$1.35M	Sell	2,411 -210	-8%	-$124K	0.16%	111
2024 Q4	$1.54M	Buy	2,621 +136	+5%	+$80.5K	0.18%	107
2024 Q3	$1.43M	Buy	2,485 +151	+6%	+$84K	0.17%	111
2024 Q2	$1.28M	Buy	2,334 +1,878	+412%	+$988K	0.16%	111
2024 Q1	$240K	Sell	456 -114	-20%	-$57K	0.03%	192
2023 Q4	$272K	Sell	570 -50	-8%	-$22.4K	0.04%	196
2023 Q3	$266K	Hold	620	–	–	0.04%	178
2023 Q2	$276K	Buy	620 +114	+23%	+$48K	0.04%	174
2023 Q1	$208K	Buy	506 +100	+25%	+$40.1K	0.03%	184
2022 Q4	$156K	Hold	406	–	–	0.03%	202
2022 Q3	$146K	Buy	406 +378	+1,350%	+$151K	0.03%	188
2022 Q2	$11K	Sell	28 -53	-65%	-$21.8K	﹤0.01%	430
2022 Q1	$37K	Buy	81 +53	+189%	+$23.7K	0.01%	317
2021 Q4	$13K	Hold	28	–	–	﹤0.01%	458
2021 Q3	$12K	Sell	28 -2	-7%	-$886	﹤0.01%	459
2021 Q2	$13K	Hold	30	–	–	﹤0.01%	429
2021 Q1	$12K	Hold	30	–	–	﹤0.01%	447
2020 Q4	$11K	Hold	30	–	–	﹤0.01%	398
2020 Q3	$10K	Hold	30	–	–	﹤0.01%	375
2020 Q2	$9K	Hold	30	–	–	﹤0.01%	363
2020 Q1	$8K	Hold	30	–	–	﹤0.01%	293
2019 Q4	$10K	Buy	+30	New	+$9.29K	﹤0.01%	299

Other funds holding IVV

FFA

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

AWE

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Toth Financial Advisory's IVV Position: Q3 2026 in Review

Toth Financial Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q3 2026, buying an estimated $90K and bringing the position to 3,754 shares worth $2.88M. The position accounts for 0.29% of the portfolio, ranked #90.

Toth Financial Advisory first reported a position in IVV in Q4 2019 and has held it in 28 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Toth Financial Advisory held 3,754 shares of iShares Core S&P 500 ETF worth $2.88M as of Q3 2026.
Toth Financial Advisory bought 118 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $90K.
iShares Core S&P 500 ETF made up 0.29% of Toth Financial Advisory's portfolio in Q3 2026, its #90 holding.
Toth Financial Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.