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

Traveka 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	$34M	Buy	44,333 +3,096	+8%	+$2.36M	10.48%	1
2026 Q2	$30.9M	Buy	41,237 +2,613	+7%	+$1.9M	10.27%	1
2026 Q1	$25.2M	Buy	38,624 +12,710	+49%	+$8.68M	9.63%	1
2025 Q4	$17.7M	Buy	25,914 +5,914	+30%	+$4.02M	7.23%	1
2025 Q3	$13.4M	Buy	20,000 +11,496	+135%	+$7.4M	5.98%	2
2025 Q2	$5.28M	Buy	8,504 +5,719	+205%	+$3.28M	2.8%	8
2025 Q1	$1.56M	Sell	2,785 -9	-0.3%	-$5.32K	0.88%	34
2024 Q4	$1.64M	Sell	2,794 -350	-11%	-$207K	0.91%	29
2024 Q3	$1.81M	Sell	3,144 -1,839	-37%	-$1.02M	0.92%	28
2024 Q2	$2.73M	Buy	4,983 +275	+6%	+$145K	1.33%	21
2024 Q1	$2.48M	Buy	4,708 +896	+24%	+$448K	1.14%	20
2023 Q4	$1.82M	Buy	+3,812	New	+$1.71M	0.92%	28

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traveka Wealth's IVV Position: Q3 2026 in Review

Traveka Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 7.5% in Q3 2026, buying an estimated $2.36M and bringing the position to 44,333 shares worth $34M. The position accounts for 10.48% of the portfolio, ranked #1.

Traveka Wealth first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 2,293 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Traveka Wealth held 44,333 shares of iShares Core S&P 500 ETF worth $34M as of Q3 2026.
Traveka Wealth bought 3,096 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.36M.
iShares Core S&P 500 ETF made up 10.48% of Traveka Wealth's portfolio in Q3 2026, its #1 holding.
Traveka Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
2,293 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.