UMB Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

UMB Private Wealth Management’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	$14.1M	Buy	+18,388	New	+$14M	13.63%	1

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

UMB Private Wealth Management's IVV Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2026: 18,388 shares worth $14.1M. The stake represents 13.63% of the portfolio and ranks #1 among its holdings.

1,912 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

UMB Private Wealth Management held 18,388 shares of iShares Core S&P 500 ETF worth $14.1M as of Q3 2026.
iShares Core S&P 500 ETF was a new UMB Private Wealth Management position in Q3 2026.
iShares Core S&P 500 ETF made up 13.63% of UMB Private Wealth Management's portfolio in Q3 2026, its #1 holding.
1,912 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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